Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
C.S. OSBORNE & COMPANY
EIN 22-1175580ManufacturingLatest filing 2025
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
86
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.7M assets / 86 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#001
C.S. OSBORNE & CO. PROFIT SHARING PLAN
ProfitSharing
Assets$4.3M
Participants17
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
C.S. OSBORNE & CO. HOURLY EMPLOYEES RETIREMENT PLAN
401k
Assets$2.4M
Participants69
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | C.S. OSBORNE & CO. PROFIT SHARING PLAN | ProfitSharing | $4.3M | 17 | 2025 | |
| 002 | C.S. OSBORNE & CO. HOURLY EMPLOYEES RETIREMENT PLAN | 401k | $2.4M | 69 | 2025 |
Retirement plans