Plan Snapshot
- Plan Sponsor: Osma Insurance Agency, INC.
- Sponsor EIN: 311357140
- Sponsor Address: P.O. BOX 2373, COLUMBUS, OH, 43216
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $1.4M
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 | 4 | $1.4M | $11,843 | $9,908 |
| 2023 | 5 | $2.0M | $14,292 | $9,174 |
| 2022 | 5 | $1.8M | $14,048 | $10,102 |