Plan Snapshot
- Plan Sponsor: Osmose Utilities Services, INC.
- Sponsor EIN: 352175310
- Sponsor Address: 635 HWY 74 S, PEACHTREE CITY, GA, 30269
- Plan Type: 401(k)
- Total Participants: 3,530
- Total Assets: $202.1M
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 | 3,530 | $202.1M | $5.5M | $13.7M |
| 2023 | 2,353 | $178.1M | $5.1M | $12.7M |
| 2022 | 2,575 | $152.0M | $5.2M | $12.2M |
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 |
|---|---|---|---|---|
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $356,250 | $49,433 | $1,200 | — | — |
| 2023 | $340,091 | $118,161 | — | — | — |
| 2022 | $381,425 | $45,101 | — | — | — |