Carrie Heath signed Neosystems Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Neosystems Corp.'s EIN is 47-0907606.
Download the official 2024 Form 5500 (PDF) for Neosystems Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Neosystems Corp.'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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $40K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Ishares S&P 500 Index A Mutual Funds | Common Collective Trusts | — | — | $4.3M | 13.6% | |
| Putnam Large Cap Growth R5 Mutual Funds | Mutual Funds | — | — | $4.0M | 12.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $3.3M | 10.6% | |
| Fidelity Advisor Strategic Income Z Mutual Funds | Mutual Funds | — | — | $3.2M | 10.2% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $2.3M | 7.1% | |
| Fidelity Advisor Total Bond A Mutual Funds | Mutual Funds | — | — | $1.7M | 5.4% | |
| Pimco Total Return Esg Instl Mutual Funds | Mutual Funds | — | — | $1.4M | 4.3% | |
| Invesco Developing Markets A Mutual Funds | Mutual Funds | — | — | $1.1M | 3.4% | |
| Nuveen International Equity Index Ret Mutual Funds | Common Collective Trusts | — | — | $1.0M | 3.2% | |
| Fidelity Advisor Total Intl Equity Z Mutual Funds | Mutual Funds | — | — | $957K | 3.0% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $902K | 2.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $765K | 2.4% | |
| Jpmorgan Mid Cap Growth R6 Mutual Funds | Other securities | — | — | $686K | 2.2% | |
| Ishares Russell Mid-Cap Index A Mutual Funds | Other securities | — | — | $660K | 2.1% | |
| Amer Funds Moderate G/I Portfolio R3 Mutual Funds | Other securities | — | — | $634K | 2.0% | |
| Ishares Russell 2000 Small-Cap Index A Mutual Funds | Common Collective Trusts | — | — | $602K | 1.9% | |
| Cohen & Steers Real Estate Securities Z Mutual Funds | Other securities | — | — | $578K | 1.8% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $495K | 1.6% | |
| Allspring Special Mid Cap Value A Mutual Funds | Other securities | — | — | $429K | 1.4% | |
| Allspring Small Company Value R6 Mutual Funds | Common Stocks | — | — | $405K | 1.3% | |
| Goldman Sachs Small/Mid Cap Growth R6 Mutual Funds | Other securities | — | — | $356K | 1.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $297K | 0.9% | |
| Pgim Jennison Natural Resources R6 Mutual Funds | Other securities | — | — | $217K | 0.7% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $203K | 0.6% | |
| American Funds Inflation Linked Bd Fd R6 Mutual Funds | Mutual Funds | — | — | $186K | 0.6% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 000 | Common Collective Trust | — | — | $184K | 0.6% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788179 / PN 264 | Common Collective Trust | — | — | $181K | 0.6% | |
| Loomis Sayles Global Bond N Mutual Funds | Other securities | — | — | $118K | 0.4% | |
| Mfs International Growth R6 Mutual Funds | Mutual Funds | — | — | $103K | 0.3% | |
| Pgim High-Yield R Mutual Funds | Other securities | — | — | $80K | 0.3% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $48K | 0.2% | |
| Impax Gbl Environmental Mrkts Inst Mutual Funds | Other securities | — | — | $17K | <0.1% | |
| Impax Sustainable Alloc Inst Mutual Funds | Other securities | — | — | $12K | <0.1% | |
| Hartford International Value R6 Mutual Funds | Other securities | — | — | $5K | <0.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 000 | Common Collective Trust | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
