Sean EGAN signed Open Systems International, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Open Systems International, Inc.'s EIN is 41-1722211.
Download the official 2024 Form 5500 (PDF) for Open Systems International, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Open Systems International, 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 |
|---|---|---|---|---|---|
| WILLSHIRE ASSOCIATES INCORPORATED | 92-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PRINCIPAL SECURITIES, INC. | 42-0941553 | — | INVESTMENT ADVISORY | $0 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $73.1M | 98.0% | |
| PRINCIPAL STABLE VALUE SELECT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.1M | 2.8% |
