Plan Snapshot
- Plan Sponsor: Osborn LLC
- Sponsor EIN: 830905279
- Sponsor Address: 2350 SALISBURY RD N, RICHMOND, IN, 47374
- Plan Type: DB
- Plan Number: 010
- Total Participants: 0
- Total Assets: $338,166
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. |
|---|---|---|---|---|
| 2023 | 0 | $338,166 | $0 | $0 |
| 2022 | 0 | $6.2M | $0 | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Actuary | $390,193 | — | $390,193 |
| CLIFTONLARSONALLEN LLP | Auditor | $36,225 | — | $36,225 |
| ASSOCIATED TRUST COMPANY NA | Other Service Provider | $9,261 | — | $9,261 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Actuary
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $435,679
- Estimated Expense Ratio: 128.836% 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 |
|---|---|---|---|---|---|
| 2023 | $521,761 | $3,375 | — | $36,225 | — |
| 2022 | $111,778 | $4,500 | — | — | $65,190 |