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Original filing (PDF)20251014192342NAL0001772419001
OSBORN & BARR COMMUNICATIONS, INC.
Form 5500
FILING_RECEIVED
OSBORN AND BARR COMMUNICATIONS, INC. EMPLOYEES STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 4
100% in single holding100% employer stock~300 bps in Sched C fees6 service providers
Active participants
40
Accounts w/ balance
223
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.4M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Osborn & Barr Communications, Inc. Common stock (23,250 shares)" is 100% of plan.
- 100% of plan in employer / sponsor stock.
- 300 bps in Schedule C fees — 476% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OSBORN & BARR COMMUNICATIONS, INC..
Plan sponsor
Name
OSBORN & BARR COMMUNICATIONS, INC.
EIN
43-1480127
Address
2 CITYPLACE DR STE 200 · CREVE COEUR, MO · 63141
Phone
(314) 435-6667
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2I · Stock bonus
2O · ESOP (non-leveraged)
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
KERBER, ECK & BRAECKEL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPM-JDII, LLC | 92-3819895 | — | TRUSTEE | $9K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $21K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KEB | 61-1870262 | — | ACCOUNTANT | $9K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WAGNER LAW GROUP | — | — | ACTUARY | $13K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEVEN J. GESCHKE CPA, LLC | 84-4031072 | — | OTHER SERVICES | $19K | — |
| EVERGREEN ADVISORS | 52-2212903 | — | VALUATION SERVICES | $12K | — |
Investments
1 direct security· $2.1M(75% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Osborn & Barr Communications, Inc. Common stock (23,250 shares) | — | — | $1.5M | $2.1M | 75.3% |