Original filing (PDF)20251013142359NAL0003252194001

OVERLAND SOLUTIONS, INC.

Name: OVERLAND SOLUTIONS, INC. — OVERLAND SOLUTIONS, INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: OVERLAND SOLUTIONS, INC.

Form 5500

FILING_RECEIVED

OVERLAND SOLUTIONS, INC. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

648

Accounts w/ balance

346

Plan assets (EOY)

$23.2M

Net assets (EOY)

$23.2M

How this plan invests

This plan

15 pooled trusts

Schedule D

344 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Knocking points off

53% balance-to-active ratio — below typical for a healthy 401(k).

Helping the score

Below-peer total fees (9 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OVERLAND SOLUTIONS, INC..

Plan sponsor

Name

OVERLAND SOLUTIONS, INC.

EIN

45-0497543

Address

10 EXCHANGE PLACE 22ND FLOOR · JERSEY CITY, NJ · 07302

Phone

(210) 748-4700

Industry

Finance & Insurancesee 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

2025-10-13

Pension benefit codes

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

WIPFLI LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$8K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PNC BANK, NA	22-1146430	—	INVESTMENT ADVISOR	$14K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
WIPFLI LLP	39-0758449	—	ACCOUNTANT/AUDITOR	$14K	—

Investments

336 direct securities · 15 pooled funds· $19.8M(86% 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.

Common Collective Trust

$10.6M

15 holdings

Uncategorized

$9.2M

336 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
FID FRDM BLND 2040 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093	Common Collective Trust	—	—	$2.9M	12.4%
FID FRDM BLND 2030 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091	Common Collective Trust	—	—	$1.5M	6.3%
FID FRDM BLND 2035 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092	Common Collective Trust	—	—	$1.3M	5.6%
MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$1.3M	5.4%
FID FRDM BLND 2025 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090	Common Collective Trust	—	—	$1.1M	4.9%
FID FRDM BLND 2045 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094	Common Collective Trust	—	—	$767K	3.3%
FID FRDM BLND 2055 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113	Common Collective Trust	—	—	$437K	1.9%
FID FRDM BLND 2020 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089	Common Collective Trust	—	—	$424K	1.8%
SPARTAN LARGE CAP VALUE INDEX POOL	—	—	—	$391K	1.7%
FIAM TARGET DATE BLUE CHIP GROWTH C	—	—	—	$331K	1.4%
FID FRDM BLND 2050 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095	Common Collective Trust	—	—	$329K	1.4%
FIAM EMERGING MARKETS OPPORTUNITIES	—	—	—	$288K	1.2%
[DFE: FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2015 COMMINGLED POOL (extraction pending)]	—	—	—	$266K	1.1%
FID FRDM BLND 2015 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088	Common Collective Trust	—	—	$266K	1.1%
FIAM TARGET DATE LARGE CAP STOCK CO	—	—	—	$212K	0.9%
SPARTAN LARGE CAP GROWTH INDEX POOL	—	—	—	$210K	0.9%
FID FRDM BLEND INC Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085	Common Collective Trust	—	—	$207K	0.9%
FIAM INTERNATIONAL EQUITY VALUE COM	—	—	—	$186K	0.8%
FIAM OVERSEAS COMMINGLED POOL	—	—	—	$185K	0.8%
FIAM INTERNATIONAL EQUITY GROWTH CO	—	—	—	$185K	0.8%
SPARTAN LARGE CAP VALUE INDEX POOL	—	—	—	$145K	0.6%
FIAM TARGET DATE VALUE DISCOVERY CO	—	—	—	$142K	0.6%
SPARTAN LARGE CAP VALUE INDEX POOL	—	—	—	$139K	0.6%
FIAM TARGET DATE LONG TERM TREASURY	—	—	—	$135K	0.6%
FIAM TARGET DATE BLUE CHIP GROWTH C	—	—	—	$123K	0.5%
FIAM TARGET DATE BLUE CHIP GROWTH C	—	—	—	$118K	0.5%
FIAM EMERGING MARKETS OPPORTUNITIES	—	—	—	$116K	0.5%
FIAM EMERGING MARKETS OPPORTUNITIES	—	—	—	$114K	0.5%
SPARTAN LARGE CAP VALUE INDEX POOL	—	—	—	$112K	0.5%
FIAM TARGET DATE 5+ YEAR INFLATION-	—	—	—	$107K	0.5%
FIAM SMALL CAP CORE POOL	—	—	—	$104K	0.5%
FIAM TARGET DATE GOVERNMENT BOND IN	—	—	—	$97K	0.4%
SPARTAN LARGE CAP VALUE INDEX POOL	—	—	—	$95K	0.4%
FIAM TARGET DATE BLUE CHIP GROWTH C	—	—	—	$95K	0.4%
FIAM TARGET DATE FIXED INCOME COMMI	—	—	—	$94K	0.4%
FIAM TARGET DATE GOVERNMENT BOND IN	—	—	—	$85K	0.4%
FIAM TARGET DATE FIXED INCOME COMMI	—	—	—	$82K	0.4%
PRINCIPAL US REIT PRINCIPAL GLOBAL INVESTORS TRUST · EIN 82-2725212 / PN 001	Common Collective Trust	—	—	$82K	0.4%
FIAM EMERGING MARKETS OPPORTUNITIES	—	—	—	$82K	0.4%
FIAM EMERGING MARKETS OPPORTUNITIES	—	—	—	$81K	0.3%
FIAM TARGET DATE BLUE CHIP GROWTH C	—	—	—	$81K	0.3%
SPARTAN LARGE CAP GROWTH INDEX POOL	—	—	—	$79K	0.3%
FIAM TARGET DATE LARGE CAP STOCK CO	—	—	—	$78K	0.3%
FID FRDM BLND 2060 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147	Common Collective Trust	—	—	$78K	0.3%
FIAM TARGET DATE 5+ YEAR INFLATION	—	—	—	$77K	0.3%
SPARTAN LARGE CAP GROWTH INDEX POOL	—	—	—	$75K	0.3%
FIAM TARGET DATE LARGE CAP STOCK CO	—	—	—	$75K	0.3%
FIAM SELECT EMERGING MARKETS EQUITY	—	—	—	$73K	0.3%
SPARTAN INTERNATIONAL INDEX POOL A	—	—	—	$71K	0.3%
FIAM INTERNATIONAL EQUITY VALUE COM	—	—	—	$70K	0.3%
FIAM OVERSEAS COMMINGLED POOL	—	—	—	$70K	0.3%
FIAM INTERNATIONAL EQUITY GROWTH CO	—	—	—	$70K	0.3%
FIAM INTERNATIONAL EQUITY VALUE COM	—	—	—	$68K	0.3%
FIAM OVERSEAS COMMINGLED POOL	—	—	—	$68K	0.3%
FIAM INTERNATIONAL EQUITY GROWTH CO	—	—	—	$68K	0.3%
SPARTAN LARGE CAP VALUE INDEX POOL	—	—	—	$64K	0.3%
FIAM TARGET DATE GOVERNMENT BOND IN	—	—	—	$63K	0.3%
FIAM TARGET DATE CORPORATE BOND COM	—	—	—	$62K	0.3%
FIAM TARGET DATE LONG TERM TREASURY	—	—	—	$61K	0.3%
FIAM TARGET DATE FIXED INCOME COMMI	—	—	—	$61K	0.3%
FIAM TARGET DATE LARGE CAP STOCK CO	—	—	—	$61K	0.3%
FIAM TARGET DATE INVESTMENT GRADE S	—	—	—	$60K	0.3%
SPARTAN LARGE CAP GROWTH INDEX POOL	—	—	—	$60K	0.3%
FIAM TARGET DATE LONG TERM TREASURY	—	—	—	$60K	0.3%
FIAM INTL DEVMK BD A	—	—	—	$57K	0.2%
FIAM TARGET DATE CORPORATE BOND COM	—	—	—	$54K	0.2%
FIAM TARGET DATE BLUE CHIP GROWTH C	—	—	—	$54K	0.2%
FIAM INTERNATIONAL EQUITY VALUE COM	—	—	—	$54K	0.2%
FIAM OVERSEAS COMMINGLED POOL	—	—	—	$53K	0.2%
FIAM INTERNATIONAL EQUITY GROWTH CO	—	—	—	$53K	0.2%
FIAM TARGET DATE VALUE DISCOVERY CO	—	—	—	$53K	0.2%
FIAM TARGET DATE INVESTMENT GRADE S	—	—	—	$53K	0.2%
SPARTAN LARGE CAP GROWTH INDEX POOL	—	—	—	$51K	0.2%
FIAM TARGET DATE LARGE CAP STOCK CO	—	—	—	$51K	0.2%
FIAM TARGET DATE VALUE DISCOVERY CO	—	—	—	$51K	0.2%
SPARTAN LARGE CAP VALUE INDEX POOL	—	—	—	$48K	0.2%
FIAM INTERNATIONAL EQUITY VALUE COM	—	—	—	$47K	0.2%
FIAM OVERSEAS COMMINGLED POOL -	—	—	—	$47K	0.2%
FIAM INTERNATIONAL EQUITY GROWTH CO	—	—	—	$47K	0.2%
FIAM EMERGING MARKETS OPPORTUNITIES	—	—	—	$47K	0.2%
FIAM SELECT INTERNATIONAL SMALL CAP	—	—	—	$46K	0.2%
FIAM INTL DEVMK BD A	—	—	—	$45K	0.2%
FIAM TARGET DATE 0-5 YEAR INFLATION	—	—	—	$43K	0.2%
FIAM TARGET DATE LONG TERM TREASURY	—	—	—	$43K	0.2%
FIAM INTL DEVMK BD A	—	—	—	$42K	0.2%
FIAM TARGET DATE VALUE DISCOVERY CO	—	—	—	$41K	0.2%
FIAM TARGET DATE BLUE CHIP GROWTH C	—	—	—	$41K	0.2%
FIAM TARGET DATE CORPORATE BOND COM	—	—	—	$40K	0.2%
FIAM TARGET DATE INVESTMENT GRADE S	—	—	—	$39K	0.2%
FIAM SMALL CAP CORE POOL	—	—	—	$39K	0.2%
FIAM TARGET DATE GOVERNMENT BOND IN	—	—	—	$39K	0.2%
FIAM TARGET DATE FIXED INCOME COMMI	—	—	—	$37K	0.2%
FIAM SMALL CAP CORE POOL	—	—	—	$37K	0.2%
FIAM TARGET DATE GOVERNMENT BOND IN	—	—	—	$37K	0.2%
FIAM TARGET DATE FIXED INCOME COMMI	—	—	—	$36K	0.2%
FIAM EMERGING MARKETS OPPORTUNITIES	—	—	—	$35K	0.2%
FIAM TARGET DATE VALUE DISCOVERY CO	—	—	—	$35K	0.1%
FIAM TARGET DATE LARGE CAP STOCK CO	—	—	—	$35K	0.1%
SPARTAN LARGE CAP GROWTH INDEX POOL	—	—	—	$34K	0.1%
FIAM INTL DEVMK BD A	—	—	—	$33K	0.1%
FIAM TARGET DATE 5+ YEAR INFLATION-	—	—	—	$31K	0.1%
FIAM TARGET DATE LONG TERM TREASURY	—	—	—	$31K	0.1%
FIAM INTERNATIONAL EQUITY VALUE COM	—	—	—	$31K	0.1%
FIAM OVERSEAS COMMINGLED POOL	—	—	—	$30K	0.1%
FIAM INTERNATIONAL EQUITY GROWTH CO	—	—	—	$30K	0.1%
FIAM SMALL CAP CORE POOL	—	—	—	$30K	0.1%
SPARTAN LARGE CAP VALUE INDEX POOL	—	—	—	$30K	0.1%
FIAM TARGET DATE CANADA COMMINGLED	—	—	—	$29K	0.1%
FIAM SELECT EMERGING MARKETS EQUITY	—	—	—	$29K	0.1%
FIAM TARGET DATE CANADA COMMINGLED	—	—	—	$29K	0.1%
FIAM EMERGING MARKETS OPPORTUNITIES	—	—	—	$27K	0.1%
SPARTAN INTERNATIONAL INDEX POOL A	—	—	—	$27K	0.1%
FIAM TARGET DATE LARGE CAP STOCK CO	—	—	—	$26K	0.1%
SPARTAN INTERNATIONAL INDEX POOL A	—	—	—	$26K	0.1%
SPARTAN LARGE CAP GROWTH INDEX POOL	—	—	—	$26K	0.1%
FIAM SMALL CAP CORE POOL	—	—	—	$25K	0.1%
FIAM TARGET DATE BLUE CHIP GROWTH C	—	—	—	$25K	0.1%
FIAM SELECT EMERGING MARKETS EQUITY	—	—	—	$25K	0.1%
FIAM TARGET DATE CORPORATE BOND COM	—	—	—	$25K	0.1%
FIAM TARGET DATE GOVERNMENT BOND IN	—	—	—	$24K	0.1%
FIAM TARGET DATE INVESTMENT GRADE S	—	—	—	$24K	0.1%
FIAM TARGET DATE FIXED INCOME COMMI	—	—	—	$24K	0.1%
FIAM TARGET DATE CORPORATE BOND COM	—	—	—	$24K	0.1%
FIAM SELECT INTERNATIONAL SMALL CAP	—	—	—	$23K	0.1%
FIAM TARGET DATE VALUE DISCOVERY CO	—	—	—	$23K	0.1%
FIAM INTERNATIONAL EQUITY VALUE COM	—	—	—	$23K	<0.1%
FIAM TARGET DATE INVESTMENT GRADE S	—	—	—	$23K	<0.1%
FIAM OVERSEAS COMMINGLED POOL	—	—	—	$23K	<0.1%
FIAM INTERNATIONAL EQUITY GROWTH CO	—	—	—	$23K	<0.1%
FIAM TARGET DATE CANADA COMMINGLED	—	—	—	$22K	<0.1%
FIAM TARGET DATE 0-5 YEAR INFLATION	—	—	—	$21K	<0.1%
FIAM SELECT EMERGING MARKETS EQUITY	—	—	—	$21K	<0.1%
FIAM SELECT EMERGING MARKETS EQUITY	—	—	—	$21K	<0.1%
SPARTAN INTERNATIONAL INDEX POOL A	—	—	—	$20K	<0.1%
FIAM TARGET DATE 0-5 YEAR INFLATION	—	—	—	$20K	<0.1%
FIAM EMERGING MARKETS DEBT COMMINGL	—	—	—	$20K	<0.1%
FIAM TARGET DATE CANADA COMMINGLED	—	—	—	$20K	<0.1%
FIAM SELECT INTERNATIONAL SMALL CAP	—	—	—	$18K	<0.1%
SPARTAN INTERNATIONAL INDEX POOL A	—	—	—	$18K	<0.1%
FIAM TARGET DATE LONG TERM TREASURY	—	—	—	$18K	<0.1%
FIAM TARGET DATE VALUE DISCOVERY CO	—	—	—	$18K	<0.1%
FIAM INTL DEVMK BD A	—	—	—	$17K	<0.1%
FIAM SMALL CAP CORE POOL	—	—	—	$17K	<0.1%
FID FRDM BLND 2065 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168	Common Collective Trust	—	—	$16K	<0.1%
SPARTAN LARGE CAP GROWTH INDEX POOL	—	—	—	$16K	<0.1%
FIAM TARGET DATE LARGE CAP STOCK CO	—	—	—	$16K	<0.1%
FIAM TARGET DATE CORPORATE BOND COM	—	—	—	$16K	<0.1%
FIAM INTERNATIONAL EQUITY VALUE COM	—	—	—	$15K	<0.1%
FIAM TARGET DATE INVESTMENT GRADE S	—	—	—	$15K	<0.1%
FIAM OVERSEAS COMMINGLED POOL -	—	—	—	$15K	<0.1%
FIAM INTERNATIONAL EQUITY GROWTH CO	—	—	—	$15K	<0.1%
FID FRDM BLND 2010 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087	Common Collective Trust	—	—	$15K	<0.1%
FIAM TARGET DATE LONG TERM TREASURY	—	—	—	$14K	<0.1%
FIAM TARGET DATE 5+ YEAR INFLATION	—	—	—	$14K	<0.1%
FIAM TARGET DATE LONG TERM TREASURY	—	—	—	$13K	<0.1%
FIAM SMALL CAP CORE POOL	—	—	—	$13K	<0.1%
FIAM TARGET DATE CANADA COMMINGLED	—	—	—	$13K	<0.1%
FIAM TARGET DATE TREASURY BILL INDE	—	—	—	$12K	<0.1%
FIAM HIGH YIELD BOND COMMINGLED POO	—	—	—	$12K	<0.1%
FIAM SELECT INTERNATIONAL SMALL CAP	—	—	—	$12K	<0.1%
FIAM SELECT EMERGING MARKETS EQUITY	—	—	—	$12K	<0.1%
SPARTAN INTERNATIONAL INDEX POOL A	—	—	—	$12K	<0.1%
SPARTAN LARGE CAP VALUE INDEX POOL	—	—	—	$11K	<0.1%
FIAM TARGET DATE VALUE DISCOVERY CO	—	—	—	$11K	<0.1%
FIAM TARGET DATE 0-5 YEAR INFLATION	—	—	—	$10K	<0.1%
FIAM EMERGING MARKETS DEBT COMMINGL	—	—	—	$10K	<0.1%
FIAM TARGET DATE BLUE CHIP GROWTH C	—	—	—	$10K	<0.1%
FIAM TARGET DATE 0-5 YEAR INFLATION	—	—	—	$9K	<0.1%
FIAM EMERGING MARKETS DEBT COMMINGL	—	—	—	$9K	<0.1%
FIAM SELECT EMERGING MARKETS EQUITY	—	—	—	$9K	<0.1%
SPARTAN INTERNATIONAL INDEX POOL A	—	—	—	$9K	<0.1%
FIAM EMERGING MARKETS OPPORTUNITIES	—	—	—	$8K	<0.1%
FIAM EMERGING MARKETS OPPORTUNITIES	—	—	—	$8K	<0.1%
FIAM INTL DEVMK BD A	—	—	—	$8K	<0.1%
FIAM SMALL CAP CORE POOL	—	—	—	$8K	<0.1%
FIAM TARGET DATE 0-5 YEAR INFLATION	—	—	—	$8K	<0.1%
FIAM EMERGING MARKETS DEBT COMMINGL	—	—	—	$8K	<0.1%
FIAM SELECT INTERNATIONAL SMALL CAP	—	—	—	$7K	<0.1%
FIAM SELECT EMERGING MARKETS EQUITY	—	—	—	$7K	<0.1%
FIAM SELECT INTERNATIONAL SMALL CAP	—	—	—	$7K	<0.1%
FIAM TARGET DATE CANADA COMMINGLED	—	—	—	$6K	<0.1%
FIAM HIGH YIELD BOND COMMINGLED POO	—	—	—	$6K	<0.1%
FIAM TARGET DATE LARGE CAP STOCK CO	—	—	—	$6K	<0.1%
SPARTAN LARGE CAP GROWTH INDEX POOL	—	—	—	$6K	<0.1%
SPARTAN INTERNATIONAL INDEX POOL A	—	—	—	$6K	<0.1%
SPARTAN COMMODITY INDEX POOL	—	—	—	$6K	<0.1%
FIAM HIGH YIELD BOND COMMINGLED POO	—	—	—	$6K	<0.1%
FIAM TARGET DATE LONG TERM TREASURY	—	—	—	$6K	<0.1%
SPARTAN LARGE CAP VALUE INDEX POOL	—	—	—	$6K	<0.1%
FIAM TARGET DATE 0-5 YEAR INFLATION	—	—	—	$6K	<0.1%
FIAM EMERGING MARKETS DEBT COMMINGL	—	—	—	$5K	<0.1%
FIAM INTERNATIONAL EQUITY VALUE COM	—	—	—	$5K	<0.1%
FIAM OVERSEAS COMMINGLED POOL -	—	—	—	$5K	<0.1%
FIAM INTERNATIONAL EQUITY GROWTH CO	—	—	—	$5K	<0.1%
FIAM SELECT INTERNATIONAL SMALL CAP	—	—	—	$5K	<0.1%
FIAM HIGH YIELD BOND COMMINGLED POO	—	—	—	$5K	<0.1%
FIAM EMERGING MARKETS DEBT LOCAL CU	—	—	—	$5K	<0.1%
FIAM TARGET DATE BLUE CHIP GROWTH C	—	—	—	$5K	<0.1%
FIAM INSTITUTIONAL CASH COMMINGLED	—	—	—	$4K	<0.1%
FIAM TARGET DATE VALUE DISCOVERY CO	—	—	—	$4K	<0.1%

Showing top 200 of 351 investments by value.