Osborn 401(k) Plan
Sponsored by Osborn Llc · EIN 830905279 · Plan #001
- Total assets
- $25.6M
- Net assets
- $25.6M
- Active participants
- 180
- With balances
- 576
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Intellicents Investment Solutions Inc CRD 107498 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant communication | $37,956 |
| Cliftonlarsonallen, Llp | Accounting, Direct payment from the plan | $18,270 |
| Intellicents Investment Solutions | Investment management, Investment management fees (direct) | $15,000 |
| Alphagraphics | Investment management, Investment management fees (direct) | $4,535 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |