Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
OSAGE EXPRESS, INC.
EIN 61-1383966medical practiceLatest filing 2024
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
28
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 28 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
OSAGE INCORPORATED CASH BALANCE PENSION PLAN
CashBalance
Assets$2.0M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
OSAGE INCORPORATED 401(K) PLAN
401k
Assets$1.4M
Participants11
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 | OSAGE INCORPORATED CASH BALANCE PENSION PLAN | CashBalance | $2.0M | 17 | 2024 | |
| 001 | OSAGE INCORPORATED 401(K) PLAN | 401k | $1.4M | 11 | 2024 |
Retirement plans