# Osborn Maledon, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/osborn-maledon-p-a-401k-plan

> Osborn Maledon, P.A.'s 401(k) plan: 94 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Osborn Maledon, P.A.

- **Sponsor EIN:** 860789930

- **Sponsor Address:** 2929 NORTH CENTRAL AVENUE, PHOENIX, AZ, 85012

- **Plan Type:** 401(k)

- **Total Participants:** 94

- **Total Assets:** $59.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|94|$59.3M|$636,219|$1.9M|

| 2023|92|$54.7M|$946,256|$1.7M|

| 2022|91|$46.7M|$958,828|$1.5M|

## 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|

| CARNEAL & HUNT , P.L.C|Auditor|—|—|$0|

## 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|$96,551|$95,271|—|—|—|

| 2023|$73,665|$72,755|—|—|—|

| 2022|$75,887|$7,442|—|—|—|

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