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Original filing (PDF)20250709173616NAL0013512322001
OSI SYSTEMS, INC.
Form 5500
FILING_RECEIVED
OSI SYSTEMS, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
1,920
Accounts w/ balance
1,691
Plan assets (EOY)
$269.8M
Net assets (EOY)
$269.8M
How this plan invests
This plan
4 pooled trusts
Schedule D
23 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OSI SYSTEMS, INC..
Plan sponsor
Name
OSI SYSTEMS, INC.
EIN
33-0238801
Address
2805 COLUMBIA STREET · TORRANCE, CA · 90503
Phone
(310) 978-0516
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, 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 | $153K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $58K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | — | PASADENA, CA | AUDITOR | $24K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK KS, KS | INVESTMENT MGMT | $16 | — |
Investments
20 direct securities · 4 pooled funds· $282.5M(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
$237.7M
20 holdings
Pooled Separate Account
$44.8M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX Mutual Fund | — | — | — | $45.5M | 16.9% | |
| T. ROWE PRICE CAPITAL APPRECIATION I Mutual Fund | — | — | — | $44.8M | 16.6% | |
| GUARANTEED INCOME FUND Guaranteed income fund | — | — | — | $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 | — | — | — | $13.4M | 5.0% | |
| PIMCO STOCKSPLUS INTL (USD-HEDGED) INST Mutual Fund | — | — | — | $12.8M | 4.8% | |
| MFS INTERNATIONAL VALUE EQTY (IS PLTFRM) Pooled separate account | — | — | — | $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 | — | — | — | $12.1M | 4.5% | |
| VANGUARD INFORMATION TECHNOLOGY IDX ADM Mutual Fund | — | — | — | $12.0M | 4.5% | |
| FIDELITY LARGE CAP GROWTH INDEX Mutual Fund | — | — | — | $10.6M | 3.9% | |
| PIMCO INCOME INSTL Mutual Fund | — | — | — | $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 | — | — | — | $6.9M | 2.6% | |
| FIDELITY MID CAP INDEX Mutual Fund | — | — | — | $6.8M | 2.5% | |
| FIDELITY SMALL CAP INDEX Mutual Fund | — | — | — | $6.6M | 2.4% | |
| DFA US TARGETED VALUE I Mutual Fund | — | — | — | $3.3M | 1.2% | |
| T. ROWE PRICE INTEGRATED US SM GR EQ I Mutual Fund | — | — | — | $3.2M | 1.2% | |
| 9.50% ,maturing through June 2039 -0- | — | — | — | $3.1M | 1.1% | |
| INVESCO DEVELOPING MARKETS R6 Mutual Fund | — | — | — | $1.9M | 0.7% | |
| PIMCO INT BOND (USD-HEDGED) INST Mutual Fund | — | — | — | $1.3M | 0.5% | |
| GOLDMAN SACHS INTL SMALL CP INSIGHTS I Mutual Fund | — | — | — | $945K | 0.4% | |
| DFA GLOBAL REAL ESTATE SECURITIES Mutual Fund | — | — | — | $900K | 0.3% |
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