# Osg Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/osg-usa-inc-401k-plan

> Osg Usa, INC.'s 401(k) plan: 421 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Osg Usa, INC.

- **Sponsor EIN:** 362645979

- **Sponsor Address:** 620 STETSON AVENUE, ST. CHARLES, IL, 60174

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

- **Total Participants:** 421

- **Total Assets:** $62.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|421|$62.2M|$1.2M|$2.6M|

| 2023|406|$54.5M|$1.2M|$2.5M|

| 2022|390|$48.2M|$963,733|$2.3M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$60,327|—|$60,327|

| WINTRUST INVESTMENTS LLC|INVESTMENT ADVISOR|$20,385|—|$20,385|

| ONEDIGITAL INVESTMENT ADVISORS LLC|INVESTMENT ADVISOR|$14,615|—|$14,615|

| SIKICH CPA LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/onedigital-investment-advisors-llc) — INVESTMENT ADVISOR

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $95,327

- **Estimated Expense Ratio:** 0.153% 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|$95,327|$35,000|—|—|—|

| 2023|$112,596|$35,000|—|—|—|

| 2022|$119,696|$35,000|$84,696|—|—|

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

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