# The Osborne Assoc INC 403(b) Plan
Source: https://planprovider.pro/companies/the-osborne-assoc-inc-403b-plan

> The Osborne Assoc INC's 403(b) plan: 365 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Osborne Assoc INC

- **Sponsor EIN:** 135563028

- **Sponsor Address:** 809 WESTCHESTER AVE, BRONX, NY, 104551704

- **Plan Type:** 403(b)

- **Total Participants:** 365

- **Total Assets:** $7.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|365|$7.3M|$0|$644,801|

| 2023|355|$7.2M|$0|$715,504|

| 2022|375|$7.5M|$0|$761,625|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$10,275|—|$10,275|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $10,275

- **Estimated Expense Ratio:** 0.141% 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|$10,276|—|$10,276|—|—|

| 2023|$9,926|—|$9,926|—|—|

| 2022|$7,369|—|$7,369|—|—|

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