Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OSO INC.
EIN 16-1398207Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
14
3001 BROCKPORT RD., SUITE A - SPENCERPORT, NY 14559585-617-4811
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 14 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
OSO INC. CASH BALANCE PLAN
CashBalance
Assets$1.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
OSO INC 401(K) PROFIT SHARING PLAN
401k
Assets$577K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | OSO INC. CASH BALANCE PLAN | CashBalance | $1.0M | 6 | 2024 | |
| 001 | OSO INC 401(K) PROFIT SHARING PLAN | 401k | $577K | 8 | 2024 |
Retirement plans