Supplemental 403(b) Thrift Plan Of The Osborne Association, Inc.
Sponsored by The Osborne Assoc Inc · EIN 135563028 · Plan #003
- Total assets
- $7.3M
- Net assets
- $7.3M
- Active participants
- 365
- With balances
- 179
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $10,275 |