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Sponsor portfolio

S.M. OSGOOD COMPANY

EIN 41-0879984-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$9.5M assets
Welfare
0
Participants
49
3410 HARDSCRABBLE RD. N - MINNETRISTA, MN 55364952-937-2045
Plans on this EIN
2 filings
#003ESOP-$5.0M - 25 part#004401k-$4.5M - 24 part

Retirement portfolio analytics

2 plans aggregated / $9.5M assets / 49 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • PLAN AND TRUST (#003)53%
  • OSGOOD COMPANY 401(K) (#004)47%
Total $9.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#003)25
  • OSGOOD COMPANY 401(K) (#004)24
Total 49Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

S.M. OSGOOD COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$5.0M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004

S. M. OSGOOD COMPANY 401(K) PLAN

401k

Assets$4.5M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003S.M. OSGOOD COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$5.0M252025
004S. M. OSGOOD COMPANY 401(K) PLAN401k$4.5M242025
Retirement plans
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