Jason Thurlow signed OSI Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
OSI Systems, Inc.'s EIN is 33-0238801.
Download the official 2024 Form 5500 (PDF) for OSI Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)OSI Systems, Inc.'s 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $153K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK KS, KS | INVESTMENT MGMT | $16 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | — | PASADENA, CA | AUDITOR | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $45.5M | 16.9% | |
| T. ROWE PRICE CAPITAL APPRECIATION I Mutual Fund | Other securities | — | — | $44.8M | 16.6% | |
| GUARANTEED INCOME FUND Guaranteed income fund | Other securities | — | — | $31.1M | 11.5% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $17.5M | 6.5% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R6 Mutual Fund | Mutual Funds | — | — | $13.4M | 5.0% | |
| PIMCO STOCKSPLUS INTL (USD-HEDGED) INST Mutual Fund | Mutual Funds | — | — | $12.8M | 4.8% | |
| MFS INTERNATIONAL VALUE EQTY (IS PLTFRM) Pooled separate account | Pooled Separate Accounts | — | — | $12.7M | 4.7% | |
| TRP GROWTH STK STGY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 799 | Pooled Separate Account | — | — | $12.7M | 4.7% | |
| DODGE & COX INCOME X Mutual Fund | Mutual Funds | — | — | $12.1M | 4.5% | |
| VANGUARD INFORMATION TECHNOLOGY IDX ADM Mutual Fund | Common Collective Trusts | — | — | $12.0M | 4.5% | |
| FIDELITY LARGE CAP GROWTH INDEX Mutual Fund | Mutual Funds | — | — | $10.6M | 3.9% | |
| PIMCO INCOME INSTL Mutual Fund | Mutual Funds | — | — | $7.7M | 2.8% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $7.6M | 2.8% | |
| EAGLE MID CAP GROWTH FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 776 | Pooled Separate Account | — | — | $7.0M | 2.6% | |
| VICTORY SYCAMORE ESTABLISHED VALUE I Mutual Fund | Other securities | — | — | $6.9M | 2.6% | |
| FIDELITY MID CAP INDEX Mutual Fund | Mutual Funds | — | — | $6.8M | 2.5% | |
| FIDELITY SMALL CAP INDEX Mutual Fund | Mutual Funds | — | — | $6.6M | 2.4% | |
| DFA US TARGETED VALUE I Mutual Fund | Mutual Funds | — | — | $3.3M | 1.2% | |
| T. ROWE PRICE INTEGRATED US SM GR EQ I Mutual Fund | Other securities | — | — | $3.2M | 1.2% | |
| 9.50% ,maturing through June 2039 -0- | Bonds / Notes | — | — | $3.1M | 1.1% | |
| INVESCO DEVELOPING MARKETS R6 Mutual Fund | Mutual Funds | — | — | $1.9M | 0.7% | |
| PIMCO INT BOND (USD-HEDGED) INST Mutual Fund | U.S. Treasuries | — | — | $1.3M | 0.5% | |
| GOLDMAN SACHS INTL SMALL CP INSIGHTS I Mutual Fund | Other securities | — | — | $945K | 0.4% | |
| DFA GLOBAL REAL ESTATE SECURITIES Mutual Fund | Mutual Funds | — | — | $900K | 0.3% |
