Osborn Maledon, P.A. Defined Contribution Prototype Plan And Trust Agreement
Sponsored by Osborn Maledon, P.A. · EIN 860789930 · Plan #001
- Total assets
- $59.3M
- Net assets
- $59.3M
- Active participants
- 94
- With balances
- 128
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 |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $89,959 |
| Ycg Llc | Investment advisory (participants), Direct payment from the plan | $6,542 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $681 |