Plan Snapshot
- Plan Sponsor: Osborn & Barr Communications, INC.
- Sponsor EIN: 431480127
- Sponsor Address: 2 CITY PLACE DR STE 200, CREVE COEUR, MO, 63141
- Plan Type: 401(k)
- Total Participants: 47
- Total Assets: $12.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 47 | $12.6M | $203,535 | $561,352 |
| 2023 | 71 | $12.2M | $194,867 | $815,872 |
| 2022 | 107 | $10.8M | $247,696 | $867,298 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $57,997 | — | $57,997 |
| CORRECT CAPITAL WEALTH MANAGEMENT, | INVESTMENT ADVISORY | — | $30,697 | $30,697 |
| KERBER, ECK & BRAECKEL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CORRECT CAPITAL WEALTH MANAGEMENT, — INVESTMENT ADVISORY
- KERBER, ECK & BRAECKEL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,694
- Estimated Expense Ratio: 0.701% of plan assets
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 | $57,998 | — | $57,998 | — | — |
| 2023 | $54,443 | — | $54,443 | — | — |
| 2022 | $50,111 | — | $50,111 | — | — |