AUMdb

Osi Industries, Llc Profit Sharing And Employees Savings Plan

Sponsored by Osi Industries, Llc · EIN 522399960 · Plan #002

Total assets
$114M
Net assets
$114M
Active participants
2,190
With balances
3,253

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Oneamerica Retirement Services Llc Recordkeeping, Copying and duplicating, Participant loan processing $280,247
Oneamerica Inv Advisory Svcs Llc Investment advisory (plan), Direct payment from the plan $20,000
Matrix Trust Company Custodial (securities), Trustee (institutional), Trustee (directed) $0