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

> The Osborne Assoc INC's DC plan: 182 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:** DC

- **Total Participants:** 182

- **Total Assets:** $6.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|182|$6.1M|$550,214|$0|

| 2023|169|$5.5M|$538,995|$0|

| 2022|174|$5.9M|$589,447|$0|

## 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|

| 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:** $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|$14,034|—|$14,034|—|—|

| 2023|$14,774|—|$14,774|—|—|

| 2022|$9,295|—|$9,295|—|—|

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