# Osco Industries, INC. 401(k) Plan
Source: https://planprovider.pro/companies/osco-industries-inc-401k-plan

> Osco Industries, INC.'s 401(k) plan: 266 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Osco Industries, INC.

- **Sponsor EIN:** 314271610

- **Sponsor Address:** 734 11TH STREET, PORTSMOUTH, OH, 45662

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

- **Total Participants:** 266

- **Total Assets:** $47.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|266|$47.4M|$1.2M|$213,248|

| 2023|281|$44.4M|$1.2M|$227,148|

| 2022|275|$40.5M|$1.1M|$206,971|

## 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|

| PEOPLES BANK|CUSTODIAN|$32,185|—|$32,185|

| EMPOWER ANNUITY INS. CO. OF AMERICA|RECORDKEEPER|$10,332|—|$10,332|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$6,165|—|$6,165|

| KELLEY GALLOWAY SMITH GOOLSBY, PSC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KELLEY GALLOWAY SMITH GOOLSBY, PSC](https://planprovider.pro/provider/kelley-galloway-smith-goolsby-psc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $48,682

- **Estimated Expense Ratio:** 0.103% 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|$68,688|—|$68,688|—|—|

| 2023|$84,545|—|$50,535|—|—|

| 2022|$84,648|—|$53,572|—|$31,076|

## Similar Plans

- [Matalco (U.S.), INC.](https://planprovider.pro/companies/matalco-u-s-inc-401k-plan) — 870 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/osco-industries-inc-401k-plan)

© 2026 PlanProvider.Pro