How big is Osage Financial Services, Inc.'s plan?

Osage Financial Services, Inc.'s plan reported $4.4M in assets and 31 participants for 2024.

Original filing (PDF)20251013082832NAL0000377475001

Osage Financial Services, Inc.

Name: Osage Financial Services, Inc. — Osage Financial, Form 5500 (2024)
Creator: Osage Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Osage Financial Services, Inc. 401(k)Plan

401(k) retirement plan · Osage Financial Services, Inc.'s Osage Financial Services, Inc. 401(k)Plan held $4.4M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Deborah Mueggenborg signed Osage Financial Services, Inc.'s 2024 Form 5500 as plan administrator.

Deborah Mueggenborg — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Osage Financial Services, Inc.'s EIN is 26-0014113.

EIN 26-0014113

Plan number 001

Plan year 2024

ACK ID 20251013082832NAL0000377475001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Osage Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Osage Financial Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OSAGE FINANCIAL SERVICES, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score