Civic Intelligence

OSAIC, INC

Plan context: Osaic Inc. Profit Sharing & 401(K) Plan

EIN 86-0623854 • 16 filings • 4 plans

Current Snapshot

Latest Year

2024

2024 Participants

2,703

2024 Assets

$353,360,469

2024 Contributions

$44,080,064

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$353,360,469$176,680,235$0201820212024YearValue
$353,360,469Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2,7031,3520201620202024YearValue
2,703Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202422,703$353,360,469$44,080,064$16,308iApproximate average salary by contribution assumption: employee only about $407,696 at 4% or $271,797 at 6%; with 50% employer match about $271,797 at 4% or $181,198 at 6%; with 100% employer match about $203,848 at 4% or $135,899 at 6%.
Osaic Inc. Profit Sharing & 401(K) Plan-2,689$353,360,469$44,080,064$16,393iApproximate average salary by contribution assumption: employee only about $409,818 at 4% or $273,212 at 6%; with 50% employer match about $273,212 at 4% or $182,141 at 6%; with 100% employer match about $204,909 at 4% or $136,606 at 6%.
Advisor Group Inc. Health and Welfare Benefit Plan-2,703---
202322,505$301,955,358$36,887,613$14,726iApproximate average salary by contribution assumption: employee only about $368,140 at 4% or $245,427 at 6%; with 50% employer match about $245,427 at 4% or $163,618 at 6%; with 100% employer match about $184,070 at 4% or $122,713 at 6%.
Osaic Inc. Profit Sharing & 401(K) Plan-2,489$301,955,358$36,887,613$14,820iApproximate average salary by contribution assumption: employee only about $370,506 at 4% or $247,004 at 6%; with 50% employer match about $247,004 at 4% or $164,669 at 6%; with 100% employer match about $185,253 at 4% or $123,502 at 6%.
Advisor Group Inc. Health and Welfare Benefit Plan-2,505---
202222,448$212,838,118$35,094,203$14,336iApproximate average salary by contribution assumption: employee only about $358,397 at 4% or $238,931 at 6%; with 50% employer match about $238,931 at 4% or $159,287 at 6%; with 100% employer match about $179,198 at 4% or $119,466 at 6%.
Osaic Inc. Profit Sharing & 401(K) Plan-2,427$212,838,118$35,094,203$14,460iApproximate average salary by contribution assumption: employee only about $361,498 at 4% or $240,999 at 6%; with 50% employer match about $240,999 at 4% or $160,666 at 6%; with 100% employer match about $180,749 at 4% or $120,499 at 6%.
Advisor Group Inc. Health and Welfare Benefit Plan-2,448---
202122,015$234,490,940$29,565,715$14,673iApproximate average salary by contribution assumption: employee only about $366,820 at 4% or $244,547 at 6%; with 50% employer match about $244,547 at 4% or $163,031 at 6%; with 100% employer match about $183,410 at 4% or $122,273 at 6%.
Osaic Inc. Profit Sharing & 401(K) Plan-1,997$234,490,940$29,565,715$14,805iApproximate average salary by contribution assumption: employee only about $370,127 at 4% or $246,751 at 6%; with 50% employer match about $246,751 at 4% or $164,501 at 6%; with 100% employer match about $185,063 at 4% or $123,376 at 6%.
Advisor Group Inc. Health and Welfare Benefit Plan-2,015---
202022,264$198,207,228$77,159,532$34,081iApproximate average salary by contribution assumption: employee only about $852,027 at 4% or $568,018 at 6%; with 50% employer match about $568,018 at 4% or $378,679 at 6%; with 100% employer match about $426,013 at 4% or $284,009 at 6%.
Osaic Inc. Profit Sharing & 401(K) Plan-2,231$198,207,228$77,159,532$34,585iApproximate average salary by contribution assumption: employee only about $864,629 at 4% or $576,420 at 6%; with 50% employer match about $576,420 at 4% or $384,280 at 6%; with 100% employer match about $432,315 at 4% or $288,210 at 6%.
Advisor Group Inc. Health and Welfare Benefit Plan-2,264---
20192996$99,152,357$12,515,523$12,566iApproximate average salary by contribution assumption: employee only about $314,145 at 4% or $209,430 at 6%; with 50% employer match about $209,430 at 4% or $139,620 at 6%; with 100% employer match about $157,072 at 4% or $104,715 at 6%.
Osaic Inc. Profit Sharing & 401(K) Plan-996$99,152,357$12,515,523$12,566iApproximate average salary by contribution assumption: employee only about $314,145 at 4% or $209,430 at 6%; with 50% employer match about $209,430 at 4% or $139,620 at 6%; with 100% employer match about $157,072 at 4% or $104,715 at 6%.
Advisor Group Inc. Health and Welfare Benefit Plan-991---
20182929$76,361,452$9,125,045$9,822iApproximate average salary by contribution assumption: employee only about $245,561 at 4% or $163,707 at 6%; with 50% employer match about $163,707 at 4% or $109,138 at 6%; with 100% employer match about $122,780 at 4% or $81,854 at 6%.
Osaic Inc. Profit Sharing & 401(K) Plan-929$76,361,452$9,125,045$9,822iApproximate average salary by contribution assumption: employee only about $245,561 at 4% or $163,707 at 6%; with 50% employer match about $163,707 at 4% or $109,138 at 6%; with 100% employer match about $122,780 at 4% or $81,854 at 6%.
Advisor Group Inc. Health and Welfare Benefit Plan-855---
201711,370$0$0-
Advisor Group Inc. Health and Welfare Benefit Plan-1,370---
20161730$0$0-
Advisor Group Inc. Health and Welfare Benefit Plan-730---