How big is OSSO Capital Management, LP's plan?

OSSO Capital Management, LP's plan reported $3.2M in assets and 28 participants for 2025.

Original filing (PDF)20260416112759NAL0018125201001

OSSO Capital Management, LP

Name: OSSO Capital Management, LP — OSSO Capital, Form 5500 (2025)
Creator: OSSO Capital Management, LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OSSO Capital Management 401(k) Plan

401(k) retirement plan · OSSO Capital Management, LP's OSSO Capital Management 401(k) Plan held $3.2M in plan assets for 28 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Jamie Lee signed OSSO Capital Management, LP's 2025 Form 5500 as plan administrator.

Jamie Lee — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

OSSO Capital Management, LP's EIN is 85-4298531.

EIN 85-4298531

Plan number 001

Plan year 2025

ACK ID 20260416112759NAL0018125201001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for OSSO Capital Management, LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

OSSO Capital Management, LP'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 OSSO CAPITAL MANAGEMENT, LP.

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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