# Osborne Partners Capital Manag 401(k) Plan
Source: https://planprovider.pro/companies/osborne-partners-capital-manag-401k-plan

> Osborne Partners Capital Manag's 401(k) plan: 21 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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