P 401(k) Plan Report

Stable plan record

OSTERWEIS CAPITAL MANAGEMENT, INC. 401(K) RETIREMENT SAVINGS PLAN

Sponsored by OSTERWEIS CAPITAL MANAGEMENT, INC. · EIN/PN 942871718-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$31,174
Administrative cost per participant
2025
$496
Active participants
2025
66
Total plan assets
2025
$83,580,910
Participant loans as a share of assets
2025
0.1%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260707111424NAL001905193700166$31,174
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.