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Original filing (PDF)20251014125352NAL0001372547001
OPEN SYSTEMS TECHNOLOGIES CORP
Form 5500
FILING_RECEIVED
OPEN SYSTEMS TECHNOLOGIES CORP 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
162
Accounts w/ balance
162
Plan assets (EOY)
$11.7M
Net assets (EOY)
$11.7M
How this plan invests
This plan
44 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
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPEN SYSTEMS TECHNOLOGIES CORP.
Plan sponsor
Name
OPEN SYSTEMS TECHNOLOGIES CORP
EIN
52-1987398
Address
15827 WAVYLEAF CT · GAINESVILLE, VA · 201552000
Phone
(301) 305-7790
Industry
Constructionsee 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
DOANE CPA FIRM LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $17K | — |
Investments
44 direct securities· $11.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index | — | — | — | $2.1M | 17.8% | |
| American Funds 2035 Target Date Retirement R6 | — | — | — | $1.2M | 10.2% | |
| Federated Hermes US Treasury | — | — | — | $820K | 7.0% | |
| Goldman Sachs Large Cap Groth Ins Fnd Inst Class | — | — | — | $789K | 6.8% | |
| American Funds 2045 Target Date Retirement R6 | — | — | — | $667K | 5.7% | |
| Vanguard Equity-Income Fnd Adm Sh | — | — | — | $573K | 4.9% | |
| American Funds 2050 Target Date Retirement R6 | — | — | — | $408K | 3.5% | |
| American Funds 2025 Target Date Retirement R6 | — | — | — | $391K | 3.3% | |
| American Funds 2055 Target Date Retirement R6 | — | — | — | $366K | 3.1% | |
| American Funds 2030 Target Date Retirement R6 | — | — | — | $343K | 2.9% | |
| Vanguard Growth and Inc Fnd Adm Sh | — | — | — | $337K | 2.9% | |
| American Funds 2040 Target Date Retirement R6 | — | — | — | $310K | 2.6% | |
| Vanguard Sm Cap Ind Fnd | — | — | — | $301K | 2.6% | |
| JPMorgan Core Bond Fund Class R6 | — | — | — | $264K | 2.3% | |
| Vanguard Developed Markets Ind Fnd | — | — | — | $244K | 2.1% | |
| MFS New Discovery Fund Class R6 | — | — | — | $230K | 2.0% | |
| American Funds Europacific Growth Fnd | — | — | — | $225K | 1.9% | |
| Columbia Strategic Income Fnd A income fund Inst | — | — | — | $224K | 1.9% | |
| PGIM High Yield Fund Class Z | — | — | — | $221K | 1.9% | |
| DFA Emerging Markets Core Equity Prf Ins Cl | — | — | — | $206K | 1.8% | |
| PIMCO Income fund Cl A | — | — | — | $199K | 1.7% | |
| American Funds 2060 Target Date Retirement R6 | — | — | — | $193K | 1.6% | |
| Vanguard Mid-Cap Index Fnd | — | — | — | $186K | 1.6% | |
| MFS Mid Cap Value Fund Class R6 | — | — | — | $174K | 1.5% | |
| Cohen & Steers Ins Realty Sh | — | — | — | $163K | 1.4% | |
| Participant Loans | — | — | — | $140K | 1.2% | |
| Schwab Treaury Inflation Prot Sec Ind Fnd | — | — | — | $79K | 0.7% | |
| Fidelity Balanced | — | — | — | $50K | 0.4% | |
| MFS New Discovery Fund Class R6 | — | — | — | $43K | 0.4% | |
| T Rowe Price Global Multi Sector Bond Fnd | — | — | — | $40K | 0.3% | |
| Hartford Schroders International Stock Fund | — | — | — | $33K | 0.3% | |
| Vanguard Internation Value Fnd Inv Sh | — | — | — | $29K | 0.2% | |
| DFA US Small Cap Growt Insights | — | — | — | $27K | 0.2% | |
| Vanguard Mortgage-Backed Securities Indx | — | — | — | $26K | 0.2% | |
| Vanguard Intermediate Term Bond Indx Fnd | — | — | — | $24K | 0.2% | |
| American Funds 2065 Target Date Retirement | — | — | — | $19K | 0.2% | |
| Calvert Intl Opportunities Fund Cl I | — | — | — | $13K | 0.1% | |
| MFS Aggressive Growth Allocation Fund class R 4 | — | — | — | $13K | 0.1% | |
| Vanguard Short-Term Federal Fund Adm Sh | — | — | — | $13K | 0.1% | |
| Fidelity Asset Manager 40% | — | — | — | $12K | 0.1% | |
| Calamos Growth & Income Fund Class A | — | — | — | $12K | <0.1% | |
| American Funds 2020 Target Date Retirement R6 | — | — | — | $5K | <0.1% | |
| American Funds 2015 Target Date Retirement R6 | — | — | — | $2K | <0.1% | |
| American Funds 2010 Target Date Retirement R6 | — | — | — | $2K | <0.1% |