Plan Snapshot
- Plan Sponsor: Osborn LLC
- Sponsor EIN: 830905279
- Sponsor Address: 2350 SALISBURY RD N, RICHMOND, IN, 47374
- Plan Type: 401(k)
- Total Participants: 180
- Total Assets: $25.6M
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 | 180 | $25.6M | $301,426 | $1.0M |
| 2023 | 624 | $62.1M | $1.1M | $3.2M |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | Other Service Provider | $37,956 | — | $37,956 |
| CLIFTONLARSONALLEN, LLP | Auditor | $18,270 | — | $18,270 |
| INTELLICENTS INVESTMENT SOLUTIONS | Investment Advisor | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — Auditor
- INTELLICENTS INVESTMENT SOLUTIONS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,226
- Estimated Expense Ratio: 0.278% 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 | $79,262 | $23,036 | — | $18,270 | — |
| 2023 | $237,882 | $70,117 | — | $24,255 | — |