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Original filing (PDF)20251001114206NAL0014196080001
OVERSIGHT SYSTEMS, INC.
Form 5500
FILING_RECEIVED
OVERSIGHT SYSTEMS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
138
Accounts w/ balance
174
Plan assets (EOY)
$15.0M
Net assets (EOY)
$15.0M
How this plan invests
This plan
27 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 OVERSIGHT SYSTEMS, INC..
Plan sponsor
Name
OVERSIGHT SYSTEMS, INC.
EIN
38-3689825
Address
360 INTERSTATE NORTH PARKWAY SE, SU · ATLANTA, GA · 30339
Phone
(678) 313-2591
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BENNETT THRASHER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
Investments
27 direct securities· $14.8M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index 12,212 # | — | — | — | $2.5M | 16.6% | |
| T. Rowe Price New Horizons I 29,073 # | — | — | — | $1.6M | 10.9% | |
| American Century One Choice 2050 R6 100,100 # | — | — | — | $1.3M | 8.4% | |
| American Century One Choice 2040 R6 89,886 # | — | — | — | $1.0M | 6.8% | |
| American Century One Choice 2045 R6 90,682 # | — | — | — | $912K | 6.1% | |
| American Funds New Perspective R6 10,310 # | — | — | — | $641K | 4.3% | |
| Hartford International Opportunities R6 33,034 # | — | — | — | $636K | 4.2% | |
| American Century One Choice 2035 R6 61,666 # | — | — | — | $608K | 4.1% | |
| American Century One Choice 2055 R6 43,570 # | — | — | — | $589K | 3.9% | |
| Neuberger Berman Large Cap Value R6 11,677 # | — | — | — | $523K | 3.5% | |
| Fidelity Extended Market Index 5,734 # | — | — | — | $521K | 3.5% | |
| American Century One Choice 2030 R6 45,107 # | — | — | — | $491K | 3.3% | |
| Stable Value Fund Fee Class R1 43,091 # | — | — | — | $489K | 3.3% | |
| MFS Growth R6 2,271 # | — | — | — | $462K | 3.1% | |
| Pioneer Bond K 50,186 # | — | — | — | $412K | 2.7% | |
| Fidelity Small Cap Index 13,142 # | — | — | — | $364K | 2.4% | |
| American Century One Choice 2060 R6 22,836 # | — | — | — | $354K | 2.4% | |
| JPmorgan Mid Cap Growth R6 6,350 # | — | — | — | $328K | 2.2% | |
| Eaton Vance Income Fund Of Boston R6 42,493 # | — | — | — | $221K | 1.5% | |
| Principal Smallcap Value Ii R6 13,747 # | — | — | — | $158K | 1.1% | |
| MFS Mid Cap Value R6 4,639 # | — | — | — | $147K | 1.0% | |
| Short Duration Bond S 6,751 # | — | — | — | $127K | 0.8% | |
| American Century One Choice 2025 R6 12,458 # | — | — | — | $117K | 0.8% | |
| Hartford Core Equity R6 2,176 # | — | — | — | $117K | 0.8% | |
| American Century One Choice In Retire R6 8,135 # | — | — | — | $75K | 0.5% | |
| American Century Small Cap Growth R6 2,146 # | — | — | — | $49K | 0.3% | |
| American Century One Choice 2060 A 772 # | — | — | — | $12K | <0.1% |
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