Richard Vecchione signed BAHA Industries Corp. d/b/a Open Systems Technologies' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BAHA Industries Corp. d/b/a Open Systems Technologies' EIN is 13-3926270.
Download the official 2024 Form 5500 (PDF) for BAHA Industries Corp. d/b/a Open Systems Technologies from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BAHA Industries Corp. d/b/a Open Systems Technologies' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BA | 20-8764829 | — | INVESTMENT ADVISORY | $70K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price/Brown Advisory LargeCap Growth I Fund – R6 | Other securities | — | $488K | $8.1M | 28.3% | |
| Principal Capital Appreciation Inst Fund | Other securities | — | $28K | $2.3M | 8.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $6K | $2.0M | 7.1% | |
| Principal Diversified International Inst Fund | Other securities | — | $144K | $1.9M | 6.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $31K | $1.6M | 5.5% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $27K | $1.2M | 4.3% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $25K | $1.2M | 4.2% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $19K | $1.0M | 3.6% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $18K | $968K | 3.4% | |
| LA Capital Mgt/Victory MidCap Value I Fund – R6 | Other securities | — | $53K | $828K | 2.9% | |
| * Principal Fixed Income Guaranteed Option - | Guaranteed Income / GIC | — | — | $823K | 2.9% | |
| Principal Equity Income Inst Fund | Other securities | — | $19K | $727K | 2.5% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $16K | $646K | 2.3% | |
| Principal Core Fixed Income Fund – R6 | Other securities | — | $75K | $634K | 2.2% | |
| Pioneer Fundamental Growth Fund – K | Other securities | — | $17K | $578K | 2.0% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $20K | $507K | 1.8% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $11K | $405K | 1.4% | |
| Fidelity Advisor High Income Advant Fund - M | Mutual Funds | — | $27K | $316K | 1.1% | |
| American Funds Investment Company of America Fund - R6 | Mutual Funds | — | $5K | $314K | 1.1% | |
| Robert Baird/Eagle Asset Mgmt MidCap Growth III Inst Fund | Other securities | — | $37K | $285K | 1.0% | |
| AB/Brown/Emerald SmallCap Growth I Fund – R6 | Other securities | — | $16K | $244K | 0.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $2K | $244K | 0.9% | |
| from participants Maturity Date 07/28/54 | Other securities | — | — | $230K | 0.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $6K | $208K | 0.7% | |
| Invesco Developing Markets Fund - R6 | Mutual Funds | — | $5K | $203K | 0.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | $1K | $158K | 0.6% | |
| Principal Real Estate Securities Fund – R6 | Other securities | — | $6K | $156K | 0.5% | |
| Pimco Real Return Inst Fund | Mutual Funds | — | $14K | $143K | 0.5% | |
| AQR Large Cap Defensive Style Fund – I | Other securities | — | $6K | $125K | 0.4% | |
| Allspring Special Mid Cap Value Fund -R6 | Other securities | — | $2K | $85K | 0.3% | |
| Baron Real Estate Fund – R6 | Other securities | — | $2K | $74K | 0.3% | |
| Vaughn Nelson/H&W SmallCap Value II Fund – R6 | Other securities | — | $6K | $73K | 0.3% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | $3K | $60K | 0.2% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $3K | $58K | 0.2% | |
| Macquarie Small Cap Value Fund - R6 418 | Other securities | — | — | $29K | 0.1% | |
| Macquarie Value Fund – R6 | Other securities | — | $2K | $26K | <0.1% | |
| Templeton Global Bond Fund - R6 | Mutual Funds | — | $3K | $17K | <0.1% | |
| JP Morgan Mid Cap Value Fund – R6 378 | Other securities | — | — | $14K | <0.1% | |
| Causeway Emerging Markets Investor Fund 695 | Other securities | — | — | $8K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $6K | <0.1% | |
| Oakmark International Small Cap Fund – Institutional Class 298 | Other securities | — | — | $5K | <0.1% | |
| Hartford MidCap Fund – R6 120 | Other securities | — | — | $4K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MORNINGSTAR INVESTMENT MANAGEMENT L |
| 36-4317381 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFIT PRACTICE | 13-4144565 | — | OTHER SERVICES | $0 | — |
