Plan Snapshot
- Plan Sponsor: Richard B Osterberg
- Sponsor EIN: 042716972
- Sponsor Address: 1 LIBERTY SQ STE 600, BOSTON, MA, 021094876
- Plan Type: DC
- Plan Number: 001
- Total Participants: 12
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 12 | $6.6M | $0 | $0 |
| 2023 | 9 | $5.3M | $53,217 | $0 |
| 2022 | 10 | $4.8M | $54,536 | $0 |