Plan Snapshot
- Plan Sponsor: Osage Industries, INC.
- Sponsor EIN: 431478289
- Sponsor Address: 194 COUNTY ROAD 302, LINN, MO, 65051
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $23.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 138 | $23.5M | $580,394 | $567,561 |
| 2023 | 115 | $21.2M | $490,215 | $536,933 |
| 2022 | 111 | $18.5M | $443,371 | $506,166 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| A.C. EVANS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- A.C. EVANS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $44,039 | $41,990 | $2,049 | — | — |
| 2023 | $46,641 | $29,747 | $16,894 | — | — |
| 2022 | $9,232 | $1,238 | $7,994 | — | — |