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Original filing (PDF)20251006123600NAL0006448320001
OSBORN LLC
Form 5500
FILING_RECEIVED
OSBORN 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
180
Accounts w/ balance
576
Plan assets (EOY)
$25.6M
Net assets (EOY)
$25.6M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OSBORN LLC.
Plan sponsor
Name
OSBORN LLC
EIN
83-0905279
Address
2350 SALISBURY RD N · RICHMOND, IN · 47374
Phone
(795) 965-5333
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $38K | — |
| CLIFTONLARSONALLEN, LLP | 41-0746749 | — | NONE | $18K | — |
| INTELLICENTS INVESTMENT SOLUTIONS | 41-1812533 | — | NONE | $15K | — |
| ALPHAGRAPHICS | 36-4191639 | — | NONE | $5K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
25 direct securities · 1 pooled fund· $25.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$22.4M
25 holdings
Common Collective Trust
$3.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Baird Core Plus Bond Fund | — | — | — | $3.2M | 12.5% | |
| ONEAMERICA STABLE VALUE FUND Z MIDWEST INSTITUTIONAL TRUST SERVICES · EIN 39-6490536 / PN 001 | Common Collective Trust | — | — | $3.1M | 12.2% | |
| Blackrock Total Return Bond Fund | — | — | — | $3.0M | 11.9% | |
| Fidelity 500 Index Institutional | — | — | — | $2.5M | 9.9% | |
| Vanguard Growth Index Fund | — | — | — | $2.3M | 9.0% | |
| PIMCO Income Instl | — | — | — | $2.0M | 7.9% | |
| MFS International Diversification Fund | — | — | — | $1.9M | 7.2% | |
| American Washington Mutual Investors Fund | — | — | — | $1.8M | 7.0% | |
| PIMCO Global Bond Fund | — | — | — | $1.0M | 4.1% | |
| American Century Small Cap Value Fund | — | — | — | $598K | 2.3% | |
| T Rowe Price New Horizons Fund | — | — | — | $574K | 2.2% | |
| DFA Inflation-Protected Securities Fund | — | — | — | $555K | 2.2% | |
| MassMutual Mid Cap Growth Fund | — | — | — | $426K | 1.7% | |
| American Century Emerging Markets Fund | — | — | — | $407K | 1.6% | |
| Victory Sycamore Established Value Fund | — | — | — | $403K | 1.6% | |
| DFA Real Estate Securities Portfolio Fund | — | — | — | $295K | 1.2% | |
| Vanguard Mid Cap Growth Index Fund | — | — | — | $294K | 1.1% | |
| T Rowe Price International Discovery Fund | — | — | — | $222K | 0.9% | |
| Vanguard Value Index Fund | — | — | — | $213K | 0.8% | |
| Vanguard Mid Cap Index Fund | — | — | — | $211K | 0.8% | |
| Vanguard Mid Cap Value Index Fund | — | — | — | $118K | 0.5% | |
| Vanguard Small Cap Value Index Fund | — | — | — | $93K | 0.4% | |
| Blackrock High Yield Bond Fund | — | — | — | $70K | 0.3% | |
| Vanguard Small Cap Index Fund | — | — | — | $60K | 0.2% | |
| Vanguard Total International Stock Index Fund | — | — | — | $31K | 0.1% | |
| Vanguard Small Cap Growth Index Fund | — | — | — | $28K | 0.1% |
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