Osborn And Barr Communications, Inc. Employees Stock Ownership Plan
Sponsored by Osborn & Barr Communications, Inc. · EIN 431480127 · Plan #002
- Total assets
- $2.7M
- Net assets
- $2.4M
- Active participants
- 40
- With balances
- 223
Plan year beginning 01/01/2024 · Stock bonus
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, Recordkeeping fees | $21,329 |
| Steven J. Geschke Cpa, Llc | Other services, Consulting fees | $18,601 |
| Wagner Law Group | Actuarial, Direct payment from the plan | $12,650 |
| Evergreen Advisors | Valuation, Direct payment from the plan | $12,000 |
| Jpm Jdii, Llc | Trustee (individual), Direct payment from the plan | $9,000 |
| Keb | Accounting, Direct payment from the plan | $8,500 |