Original filing (PDF)20250414162701NAL0003554224001

OSBORN, CARREIRO & ASSOCIATES, INC.

Name: OSBORN, CARREIRO & ASSOCIATES, INC. — OSBORN, CARREIRO & ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: OSBORN, CARREIRO & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

OSBORN, CARREIRO & ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

OSBORN, CARREIRO & ASSOCIATES, INC.

EIN

71-0631123

Address

124 WEST CAPITOL, SUITE 1690 · LITTLE ROCK, AR · 72201

Phone

(501) 376-8043

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator