Bradley Gates signed Oversight Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oversight Systems, Inc.'s EIN is 38-3689825.
Download the official 2024 Form 5500 (PDF) for Oversight Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oversight Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $36K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index 12,212 # | Common Collective Trusts | — | — | $2.5M | 16.6% | |
| T. Rowe Price New Horizons I 29,073 # | Other securities | — | — | $1.6M | 10.9% | |
| American Century One Choice 2050 R6 100,100 # | Other securities | — | — | $1.3M | 8.4% | |
| American Century One Choice 2040 R6 89,886 # | Other securities | — | — | $1.0M | 6.8% | |
| American Century One Choice 2045 R6 90,682 # | Other securities | — | — | $912K | 6.1% | |
| American Funds New Perspective R6 10,310 # | Mutual Funds | — | — | $641K | 4.3% | |
| Hartford International Opportunities R6 33,034 # | Other securities | — | — | $636K | 4.2% | |
| American Century One Choice 2035 R6 61,666 # | Other securities | — | — | $608K | 4.1% | |
| American Century One Choice 2055 R6 43,570 # | Other securities | — | — | $589K | 3.9% | |
| Neuberger Berman Large Cap Value R6 11,677 # | Other securities | — | — | $523K | 3.5% | |
| Fidelity Extended Market Index 5,734 # | Mutual Funds | — | — | $521K | 3.5% | |
| American Century One Choice 2030 R6 45,107 # | Other securities | — | — | $491K | 3.3% | |
| Stable Value Fund Fee Class R1 43,091 # | Stable Value | — | — | $489K | 3.3% | |
| MFS Growth R6 2,271 # | Mutual Funds | — | — | $462K | 3.1% | |
| Pioneer Bond K 50,186 # | Other securities | — | — | $412K | 2.7% | |
| Fidelity Small Cap Index 13,142 # | Mutual Funds | — | — | $364K | 2.4% | |
| American Century One Choice 2060 R6 22,836 # | Other securities | — | — | $354K | 2.4% | |
| JPmorgan Mid Cap Growth R6 6,350 # | Other securities | — | — | $328K | 2.2% | |
| Eaton Vance Income Fund Of Boston R6 42,493 # | Other securities | — | — | $221K | 1.5% | |
| Principal Smallcap Value Ii R6 13,747 # | Other securities | — | — | $158K | 1.1% | |
| MFS Mid Cap Value R6 4,639 # | Mutual Funds | — | — | $147K | 1.0% | |
| Short Duration Bond S 6,751 # | Other securities | — | — | $127K | 0.8% | |
| American Century One Choice 2025 R6 12,458 # | Other securities | — | — | $117K | 0.8% | |
| Hartford Core Equity R6 2,176 # | Other securities | — | — | $117K | 0.8% | |
| American Century One Choice In Retire R6 8,135 # | Other securities | — | — | $75K | 0.5% | |
| American Century Small Cap Growth R6 2,146 # | Other securities | — | — | $49K | 0.3% | |
| American Century One Choice 2060 A 772 # | Other securities | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
