Osborne Assoc 403(b) match, vesting and fees
What Osborne Assoc's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Osborne Assoc: employer contribution per participant | — | |
| Peer median | $1,468 |
| Osborne Assoc: average balance | $40,622 | |
| Peer median | $37,786 |
| Osborne Assoc: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $8.2M at the end of plan year 2021 to $7.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 437 | $7.3M | — | — | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 418 | $7.2M | — | — | 0.14% | Not published | Form 5500 ↗ |
| 2022 | 431 | $7.5M | — | — | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 470 | $8.2M | — | — | 0.05% | Not published | Form 5500 ↗ |
Other Osborne Assoc plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Employee Benefits Plan of the Osborne Association, Inc.
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Osborne Assoc match 401(k) contributions?
The match terms for the Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. have not been published from its filing yet.
When is the Osborne Assoc 401(k) match vested?
The vesting schedule for the Supplemental 403(b) Thrift Plan of the Osborne Association, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Osborne Assoc 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is The Osborne Assoc Inc.
I left Osborne Assoc. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Osborne Assoc Inc, (718) 707-2600) or the recordkeeper, Principal Life Insurance Company. The Osborne Assoc old 401(k) page lists the contacts from every plan filing. Find an old Osborne Assoc 401(k)
Data from the public Form 5500 annual reports Osborne Assoc filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Osborne Assoc. Not financial advice. Report a correction · Methodology