JEFF Donovan signed The Osborn Engineering Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Osborn Engineering Company's EIN is 34-0445030.
Download the official 2024 Form 5500 (PDF) for The Osborn Engineering Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Osborn Engineering Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $28K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2040 Advisor Mutual Fund | Other securities | — | — | $2.8M | 14.9% | |
| T. Rowe Price Retirement 2030 Advisor Mutual Fund | Other securities | — | — | $2.7M | 14.3% | |
| T. Rowe Price Retirement 2045 Advisor Mutual Fund | Other securities | — | — | $2.2M | 11.5% | |
| T. Rowe Price Retirement 2015 Advisor Mutual Fund ** 431 T. Rowe Price Retirement 2025 Advisor Mutual Fund | Other securities | — | — | $1.7M | 9.1% | |
| T. Rowe Price Retirement 2055 Advisor Mutual Fund | Other securities | — | — | $1.6M | 8.5% | |
| T. Rowe Price Retirement 2035 Advisor Mutual Fund | Other securities | — | — | $1.3M | 6.8% | |
| CT STABLE INC I-0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 060 | Common Collective Trust | — | — | $1.2M | 6.1% | |
| T. Rowe Price Retirement 2060 Mutual Fund | Other securities | — | — | $1.1M | 5.6% | |
| T. Rowe Price Retirement 2050 Advisor Mutual Fund | Other securities | — | — | $1.0M | 5.4% | |
| Fidelity Govt. Money Market Interest-Bearing Cash ** 1 * Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $761K | 4.0% | |
| MFS Massachusetts Investors Growth Mutual Fund | Mutual Funds | — | — | $545K | 2.9% | |
| T. Rowe Price Retirement 2065 Advisor Mutual Fund | Other securities | — | — | $267K | 1.4% | |
| Maturing at various dates through 2050, bearing interest * Participant loans at 3.25&-9.50% | Bonds / Notes | — | — | $228K | 1.2% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $225K | 1.2% | |
| American Century Heritage Mutual Fund | Other securities | — | — | $192K | 1.0% | |
| T. Rowe Price Retirement 2020 Advisor Mutual Fund | Other securities | — | — | $189K | 1.0% | |
| MFS International Growth Mutual Fund | Mutual Funds | — | — | $161K | 0.9% | |
| DFA Emerging Markets Institutional Mutual Fund | Mutual Funds | — | — | $153K | 0.8% | |
| Pioneer Fundamental Growth Class K Mutual Fund | Other securities | — | — | $121K | 0.6% | |
| JPMorgan U.S. Equity Mutual Fund | Other securities | — | — | $108K | 0.6% | |
| John Hancock Bond Mutual Fund | Other securities | — | — | $95K | 0.5% | |
| Lord Abbett Bond Debenture Mutual Fund | U.S. Treasuries | — | — | $76K | 0.4% | |
| Eaton Vance Atlanta Capital SMID-Cap Mutual Fund | Other securities | — | — | $51K | 0.3% | |
| DFA U.S. Targeted Value Porfolio Mutual Fund | Mutual Funds | — | — | $49K | 0.3% | |
| American Century Govt. Bond Mutual Fund | Other securities | — | — | $38K | 0.2% | |
| Fidelity Balanced Index Mutual Fund | Mutual Funds | — | — | $32K | 0.2% | |
| American Funds Capital Income Builder Mutual Fund | Mutual Funds | — | — | $26K | 0.1% | |
| American Century Disciplined Core Value Mutual Fund | Other securities | — | — | $11K | <0.1% | |
| John Hancock Funds Intl. Growth Mutual Fund | Other securities | — | — | $7K | <0.1% | |
| Fidelity Real Estate Index Mutual Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Govt. Money Market Fund Class K6 Interest-Bearing Cash | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
