Richard B Osterberg DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Richard B Osterberg
  • Sponsor EIN: 422716972
  • Sponsor Address: 1 LIBERTY SQ STE 600, BOSTON, MA, 021094876
  • Plan Type: DC
  • Total Participants: 7
  • Total Assets: $5.7M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20247$5.7M$61,697$0

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