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Original filing (PDF)20251013085851NAL0000418531001
ONSHORE TECHNOLOGY SERVICES, INC.
Form 5500
FILING_RECEIVED
ONSHORE TECHNOLOGY SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
95
Accounts w/ balance
95
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
How this plan invests
This plan
1 pooled trust
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (10 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ONSHORE TECHNOLOGY SERVICES, INC..
Plan sponsor
Name
ONSHORE TECHNOLOGY SERVICES, INC.
EIN
20-1241175
Address
902 N. MISSOURI STREET · MACON, MO · 63552
Phone
(660) 395-4242
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Name
TOMMY HORST
EIN
81-2035355
City
KNOXVILLE, TN
Phone
(865) 966-1225
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
WILLIAMS-KEEPERS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $3K | — |
Investments
20 direct securities · 1 pooled fund· $3.3M(100% of reported assets)
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.
Uncategorized
$3.3M
20 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FDM IDX 2O5O IPR | — | — | — | $759K | 23.3% | |
| FID FDM IDX 2045 IPR | — | — | — | $535K | 16.4% | |
| FID FDM IDX 2O4O IPR | — | — | — | $451K | 13.8% | |
| FID FDM IDX ]055 IPR | — | — | — | $406K | 12.5% | |
| FID FDM IDX 2060 IPR | — | — | — | $242K | 7.4% | |
| FID 5OO INDEX | — | — | — | $230K | 7.1% | |
| FID FDM IDX 2035 IPR | — | — | — | $157K | 4.8% | |
| FID FDM IDX 2O3O IPR | — | — | — | $148K | 4.5% | |
| Participanl loans | — | — | — | $68K | 2.1% | |
| FID FDM IDX 2O2O IPR | — | — | — | $66K | 2.0% | |
| FID FDM IDX 2025 IPR | — | — | — | $60K | 1.9% | |
| TRP BLUE CHIP GRTH | — | — | — | $34K | 1.0% | |
| FID FDM IDX 2065 IPR | — | — | — | $32K | 1.0% | |
| J H ENTERPRISES S | — | — | — | $23K | 0.7% | |
| VRTS K SM.CA GR I | — | — | — | $15K | 0.5% | |
| BNYM DYNAMIC VAL I | — | — | — | $12K | 0.4% | |
| Stable Asset Account | — | — | — | $9K | 0.3% | |
| FIRST EAGLEBLBL I | — | — | — | $5K | 0.2% | |
| PIM RAE US SM A | — | — | — | $2K | <0.1% | |
| FID MID CAP IDX | — | — | — | $2K | <0.1% | |
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $0 | <0.1% |
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