Plan Ledger DOL Form 5500 · updated monthly

Osage Industries, Inc.401(k)

OSAGE INDUSTRIES 401K PLAN · LINN, MO · plan year 2025

Reported admin expense ratio · 2025
0.20%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Osage Industries, Inc. reported $53,467 in plan administrative expenses for 2025: 0.20% of average plan assets, below the peer median. Employer contributions averaged $4,836 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio rose from 0.05% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other other services employers. By assets it is the 471st-largest of 1,393 plans among Missouri employers on file, and the 760th of 3,341 in other services. In 2025, the employer put in $1.04 for every $1.00 employees contributed themselves; active participation has grown from 111 to 146 since 2022.

Plan summary
Net assets, end of year$28,645,032
Participants with balances172
Active participants146
Employer contributions$706,120
Employee contributions$677,458
Employer contribution per active participant$4,836
Average account balance$166,541
Benefits paid to participants$1,002,379
Plan auditUnmodified (clean) audit opinion
AuditorA.C. EVANS LLC
Plan history4
Yearassets · accounts · employer contribution
2025$28.6M · 172 accts · $706K emplr
2024$23.5M · 163 accts · $580K emplr
2023$21.2M · 136 accts · $490K emplr
2022$18.5M · 131 accts · $443K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$4,530
Investment management$48,937
Total administrative$53,467
The Osage Industries, Inc. 401(k) match · 2025
Employer contribution per active participant$4,836
Median for plans this size$2,666
2025$4,836 per active participant
2024$4,206 per active participant
2023$4,263 per active participant
2022$3,994 per active participant

Osage Industries, Inc.'s 2025 employer contribution ran above the $2,666 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
CAPITAL GROUP RETIREMENT PLAN SRVCS · Recordkeeping$4,930
LPL FINANCIAL LLC · Investment advisory (plan)$47,337
WILLIAMS-KEEPERS LLC · Contract administrator$1,800

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025CAPITAL GROUP RETIREMENT PLAN SRVCS
2024CAPITAL GROUP RETIREMENT PLAN SRVCS
2023CAPITAL GROUP RETIREMENT PLAN SRVCS

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Administrative cost history4
2025$53,467 · 0.20%
2024$44,039 · 0.20%
2023$46,641 · 0.24%
2022$9,232 · 0.05%
Same employer
Similar plansOther Services · Missouri
U.S. Tool Grinding, Inc. MO$34.1M · 0.52%
Clean Uniform Company MO$31.2M · 0.56%
Federal Protection, Inc. MO$26.6M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431478289 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.