# The Osborn Engineering Company 401(k) Plan
Source: https://planprovider.pro/companies/the-osborn-engineering-company-401k-plan

> The Osborn Engineering Company's 401(k) plan: 345 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Osborn Engineering Company

- **Sponsor EIN:** 340445030

- **Sponsor Address:** 1111 SUPERIOR AVENUE, SUITE 2100, CLEVELAND, OH, 44114

- **Plan Type:** 401(k)

- **Total Participants:** 345

- **Total Assets:** $18.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|345|$18.8M|$265,437|$2.2M|

| 2023|296|$15.3M|$247,110|$1.8M|

| 2022|265|$14.0M|$0|$1.5M|

## 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|

| GALLAGHER FIDUCIARY ADVISORS LLC|ADVISOR|$27,500|—|$27,500|

| REA & ASSOCIATES, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GALLAGHER FIDUCIARY ADVISORS LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — ADVISOR

- [REA & ASSOCIATES, INC.](https://planprovider.pro/provider/rea-and-associates-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $27,500

- **Estimated Expense Ratio:** 0.146% of plan assets

### 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|$6,877|$28,331|—|—|—|

| 2023|$79,913|—|—|—|—|

| 2022|$32,749|—|$32,749|—|—|

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