# Osma Insurance Agency, INC. 401(k) Plan
Source: https://planprovider.pro/companies/osma-insurance-agency-inc-401k-plan

> Osma Insurance Agency, INC.'s 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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