What public Form 5500 filings show about the Osborn Maledon, P.A. 401(k) plan — and how to find and check your own account.
Osborn Maledon, P.A. (EIN 86-0789930) reports OSBORN MALEDON, P.A. DEFINED CONTRIBUTION PROTOTYPE PLAN AND TRUST AGREEMENT on its most recent Form 5500, with $59.3M in plan assets across 94 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Osborn Maledon, P.A. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Osborn Maledon, P.A. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): YCG, CHARLES SCHWAB & CO.
