Plan Snapshot
- Plan Sponsor: Osborn & Barr Communications, INC.
- Sponsor EIN: 431480127
- Sponsor Address: 2 CITYPLACE DR STE 200, CREVE COEUR, MO, 63141
- Plan Type: DC
- Total Participants: 40
- Total Assets: $2.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 40 | $2.7M | $0 | $0 |
| 2023 | 56 | $4.6M | $435,000 | $0 |
| 2022 | 76 | $5.4M | $75,000 | $0 |
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 | $21,329 | — | $21,329 |
| STEVEN J. GESCHKE CPA, LLC | OTHER SERVICES | $18,601 | — | $18,601 |
| WAGNER LAW GROUP | ACTUARY | $12,650 | — | $12,650 |
| EVERGREEN ADVISORS | VALUATION SERVICES | $12,000 | — | $12,000 |
| JPM-JDII, LLC | TRUSTEE | $9,000 | — | $9,000 |
| KEB | ACCOUNTANT | $8,500 | — | $8,500 |
| KERBER, ECK & BRAECKEL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EVERGREEN ADVISORS — VALUATION SERVICES
- 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: $82,080
- Estimated Expense Ratio: 2.998% 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 | $83,394 | — | $21,327 | — | — |
| 2023 | $144,901 | — | $14,887 | $8,500 | — |
| 2022 | $11,000 | — | — | — | — |