How big is Osborne Capital Group, LLC's plan?

Osborne Capital Group, LLC's plan reported $1.4M in assets and 4 participants for 2024.

Original filing (PDF)20250707112018NAL0001937747001

Osborne Capital Group, LLC

Name: Osborne Capital Group, LLC — Osborne Capital Group, Form 5500 (2024)
Creator: Osborne Capital Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Osborne Capital Group 401(k) Plan

401(k) retirement plan · Osborne Capital Group, LLC's Osborne Capital Group 401(k) Plan held $1.4M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Osborne Capital Group, LLC's EIN is 43-1870121.

EIN 43-1870121

Plan number 001

Plan year 2024

ACK ID 20250707112018NAL0001937747001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Osborne Capital Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Osborne Capital Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OSBORNE CAPITAL GROUP, LLC.

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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