Plan Snapshot
- Plan Sponsor: Osborne Partners Capital Manag
- Sponsor EIN: 810602482
- Sponsor Address: 1 EMBARCADERO CTR STE 4100, SAN FRANCISCO, CA, 941113730
- Plan Type: 401(k)
- Total Participants: 21
- Total Assets: $7.8M
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 | 21 | $7.8M | $233,552 | $376,267 |
| 2023 | 20 | $8.4M | $203,986 | $308,624 |
| 2022 | 18 | $6.9M | $185,517 | $279,661 |