Original filing (PDF)20250718150043NAL0003557250001

OSBORN HEIRS COMPANY LTD

Name: OSBORN HEIRS COMPANY LTD — OSBORN HEIRS COMPANY LTD 401(K) PLAN, Form 5500 (2024)
Creator: OSBORN HEIRS COMPANY LTD

Form 5500-SF

FILING_RECEIVED

OSBORN HEIRS COMPANY LTD 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OSBORN HEIRS COMPANY LTD.

Plan sponsor

Name

OSBORN HEIRS COMPANY LTD

EIN

74-2339959

Address

1250 NORTHEAST LOOP 410, SUITE 630 · SAN ANTONIO, TX · 78209

Phone

(210) 826-0700

Industry

Mining, Quarrying, Oil & Gassee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-05-16

Filed

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Mining, Quarrying, Oil & Gas plans

DELTA OIL COMPANY, INC.

DELTA OIL COMPANY, INC. DEFINED BENEFIT PLAN

REVENIR ENERGY SERVICES LLC

REVENIR ENERGY SERVICES LLC 401K PLAN

PDC ENERGY, INC.

THE PDC ENERGY, INC. 401(K) & PROFIT SHARING PLAN

D E LIMITED FAMILY PARTNERSHIP

D E LIMITED FAMILY PARTNERSHIP 401(K) PLAN

COLGATE ENERGY PARTNERS LLC

COLGATE ENERGY PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST