Osborn & Barr Communications Employee Savings Plan
Sponsored by Osborn & Barr Communications, Inc. · EIN 431480127 · Plan #001
- Total assets
- $12.6M
- Net assets
- $12.6M
- Active participants
- 47
- With balances
- 147
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Correct Capital Wealth Management, Llc CRD 298774 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $57,997 |
| Correct Capital Wealth Management, | Investment advisory (plan), Other fees | $0 |