Erica Forstrom signed Osborn Maledon, P.A.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Osborn Maledon, P.A.'s EIN is 86-0789930.
Download the official 2024 Form 5500 (PDF) for Osborn Maledon, P.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Osborn Maledon, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $90K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| YCG LLC | 26-1840110 | — | NONE | $7K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 25 N/A PERSONAL CHOICE RETIREMENT | Self-Directed Brokerage | — | — | $9.6M | 16.2% | |
| ETF (SCHX) SCH US LARGE CAP Registered Investment Company | Common Stocks | — | — | $8.3M | 14.0% | |
| 8 *SCHWAB SCH US LG CAP GRTH | Mutual Funds | — | — | $6.6M | 11.1% | |
| 7 *SCHWAB SCH INTL EQ | Mutual Funds | — | — | $5.4M | 9.2% | |
| 13 *SCHWAB SCH US AGGREGATE BD | Mutual Funds | — | — | $4.7M | 7.9% | |
| 9 *SCHWAB SCH US TIPS | Mutual Funds | — | — | $4.0M | 6.7% | |
| 11 *SCHWAB SCH US LG CAP VAL | Mutual Funds | — | — | $3.2M | 5.4% | |
| 17 VANGUARD VGD S-T CORP BD IDX | Common Collective Trusts | — | — | $2.8M | 4.8% | |
| 15 VANGUARD VGD SMALL CAP GRTH | Mutual Funds | — | — | $1.7M | 2.9% | |
| 23 VANGUARD VGD EM MKTS STK IDX | Common Collective Trusts | — | — | $1.7M | 2.8% | |
| 20 VANGUARD VGD MID CAP | Mutual Funds | — | — | $1.6M | 2.8% | |
| 10 *SCHWAB SCH INT TERM USTRSY | Mutual Funds | — | — | $1.2M | 1.9% | |
| 6 *SCHWAB SCH US DIV EQUITY | Mutual Funds | — | — | $1.1M | 1.9% | |
| 5 *SCHWAB SCH US SMALL CAP | Mutual Funds | — | — | $1.1M | 1.9% | |
| 19 VANGUARD VGD REIT INDEX | Mutual Funds | — | — | $1.1M | 1.8% | |
| 21 VANGUARD VGD MID CAP VALUE | Mutual Funds | — | — | $906K | 1.5% | |
| 16 VANGUARD VGD SMALL CAP VAL | Mutual Funds | — | — | $783K | 1.3% | |
| 4 BLOOMBERG SPDR BARCLAY HIYLDBD | Other securities | — | — | $473K | 0.8% | |
| 18 VANGUARD VGD ST TERM GOVT BD | Mutual Funds | — | — | $421K | 0.7% | |
| Participant Loans Interest Rates Ranging from 5.25% to 10.50% - | Bonds / Notes | — | — | $225K | 0.4% | |
| 24 *SCHWAB SCHWAB BANK SAVINGS | Mutual Funds | — | — | $219K | 0.4% | |
| 2 ISHARES ISH SP MIDCAP400 VAL | Other securities | — | — | $151K | 0.3% | |
| 1 ISHARES ISH GOLD TRUST | Other securities | — | — | $128K | 0.2% | |
| 14 ISHARES ISH MSCI EAFE SMCAP | Other securities | — | — | $62K | 0.1% | |
| 3 ISHARES ISH SP MIDCP400 GRTH | Other securities | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $681 |
| — |
