Back to filter
Original filing (PDF)20230925132040NAL0015926402002
SYSTIMA TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
SYSTIMA TECHNOLOGIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
220
Accounts w/ balance
344
Plan assets (EOY)
$11.9M
Net assets (EOY)
$11.9M
How this plan invests
This plan
9 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYSTIMA TECHNOLOGIES, INC..
Plan sponsor
Name
SYSTIMA TECHNOLOGIES, INC.
EIN
27-0011081
Address
6500 HARBOUR HEIGHTS PARKWAY · MUKILTEO, WA · 98275
Phone
(425) 487-4020
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-09-25
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MOSS ADAMS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $8K | — |
| US BANCORP INVESTMENTS, INC. | — | ST. LOUIS, MO | BROKER/ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | — | THE WOODLANDS, TX | CONTRACT ADMIN | $4K | — |
Investments
9 pooled funds· $4.8M(40% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PUTNAM RETIREMENT ADVANTAGE 2060 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | $1.7M | 13.9% |
| PUTNAM RETIREMENT ADVANTAGE 2065 PUTNAM INVESTMENTS · EIN 85-3582370 / PN 000 | Common Collective Trust | $825K | 6.9% |
| PUTNAM RETIREMENT ADVANTAGE 2055 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | $752K | 6.3% |
| PUTNAM RETIREMENT ADVANTAGE 2050 PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | $620K | 5.2% |
| PUTNAM RETIREMENT ADVANTAGE 2040 PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | $449K | 3.8% |
| PUTNAM RETIREMENT ADVANTAGE 2030 PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | $181K | 1.5% |
| PUTNAM RETIREMENT ADVANTAGE 2035 PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | $158K | 1.3% |
| PUTNAM RETIREMENT ADVANTAGE PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | $83K | 0.7% |
| PUTNAM RETIREMENT ADVANTAGE TRUST PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | $71K | 0.6% |