AUMdb

Osage Industries 401 K Plan

Sponsored by Osage Industries, Inc. · EIN 431478289 · Plan #001

Total assets
$23.5M
Net assets
$23.5M
Active participants
138
With balances
163

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lpl Financial Llc Investment advisory (plan), Direct payment from the plan $40,404
Williams Keepers Llc Contract administrator, Direct payment from the plan $1,849
Capital Group Retirement Plan Srvcs Recordkeeping, Direct payment from the plan, Recordkeeping fees $1,788