Original filing (PDF)20240913103144NAL0011508849001

OSBORNE CAPITAL GROUP, LLC

Name: OSBORNE CAPITAL GROUP, LLC — OSBORNE CAPITAL GROUP LLC CASH BALANCE PENSION PLAN, Form 5500 (2023)
Creator: OSBORNE CAPITAL GROUP, LLC

Form 5500-SF

FILING_RECEIVED

OSBORNE CAPITAL GROUP LLC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

OSBORNE CAPITAL GROUP, LLC

EIN

43-1870121all filings

Address

16141 SWINGLEY RIDGE ROAD · CHESTERFIELD, MO · 63017

Phone

(636) 530-6800

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-06-30

Filed

2024-09-13

Pension benefit codes

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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