How big is Osage Partners LLC's plan?

Osage Partners LLC's plan reported $12.2M in assets and 24 participants for 2024.

Original filing (PDF)20250731100057NAL0002489715001

Osage Partners LLC

Name: Osage Partners LLC — Osage 401(k) Plan, Form 5500 (2024)
Creator: Osage Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Osage 401(k) Plan

401(k) retirement plan · Osage Partners LLC's Osage 401(k) Plan held $12.2M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.2M

Net assets (EOY)

$12.2M

Plan identifiers

Osage Partners LLC's EIN is 85-4155912.

EIN 85-4155912

Plan number 001

Plan year 2024

ACK ID 20250731100057NAL0002489715001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Osage Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Osage Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OSAGE PARTNERS 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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

OSAGE PARTNERS LLC

EIN

all filings

Address

50 MONUMENT ROAD, SUITE 201 · BALA CYNWYD, PA · 19004

Phone

(484) 434-2255

Industry

Finance & Insurance

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

2025-07-31

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

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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