Thomas R. Truitt signed Open Systems Technologies Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Open Systems Technologies Corp.'s EIN is 52-1987398.
Download the official 2024 Form 5500 (PDF) for Open Systems Technologies Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Open Systems Technologies Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index | Common Collective Trusts | — | — | $2.1M | 17.8% | |
| American Funds 2035 Target Date Retirement R6 | Mutual Funds | — | — | $1.2M | 10.2% | |
| Federated Hermes US Treasury | U.S. Treasuries | — | — | $820K | 7.0% | |
| Goldman Sachs Large Cap Groth Ins Fnd Inst Class | Other securities | — | — | $789K | 6.8% | |
| American Funds 2045 Target Date Retirement R6 | Mutual Funds | — | — | $667K | 5.7% | |
| Vanguard Equity-Income Fnd Adm Sh | Mutual Funds | — | — | $573K | 4.9% | |
| American Funds 2050 Target Date Retirement R6 | Mutual Funds | — | — | $408K | 3.5% | |
| American Funds 2025 Target Date Retirement R6 | Mutual Funds | — | — | $391K | 3.3% | |
| American Funds 2055 Target Date Retirement R6 | Mutual Funds | — | — | $366K | 3.1% | |
| American Funds 2030 Target Date Retirement R6 | Mutual Funds | — | — | $343K | 2.9% | |
| Vanguard Growth and Inc Fnd Adm Sh | Mutual Funds | — | — | $337K | 2.9% | |
| American Funds 2040 Target Date Retirement R6 | Mutual Funds | — | — | $310K | 2.6% | |
| Vanguard Sm Cap Ind Fnd | Mutual Funds | — | — | $301K | 2.6% | |
| JPMorgan Core Bond Fund Class R6 | Other securities | — | — | $264K | 2.3% | |
| Vanguard Developed Markets Ind Fnd | Mutual Funds | — | — | $244K | 2.1% | |
| MFS New Discovery Fund Class R6 | Mutual Funds | — | — | $230K | 2.0% | |
| American Funds Europacific Growth Fnd | Mutual Funds | — | — | $225K | 1.9% | |
| Columbia Strategic Income Fnd A income fund Inst | Other securities | — | — | $224K | 1.9% | |
| PGIM High Yield Fund Class Z | Other securities | — | — | $221K | 1.9% | |
| DFA Emerging Markets Core Equity Prf Ins Cl | Mutual Funds | — | — | $206K | 1.8% | |
| PIMCO Income fund Cl A | Mutual Funds | — | — | $199K | 1.7% | |
| American Funds 2060 Target Date Retirement R6 | Mutual Funds | — | — | $193K | 1.6% | |
| Vanguard Mid-Cap Index Fnd | Mutual Funds | — | — | $186K | 1.6% | |
| MFS Mid Cap Value Fund Class R6 | Mutual Funds | — | — | $174K | 1.5% | |
| Cohen & Steers Ins Realty Sh | Other securities | — | — | $163K | 1.4% | |
| Participant Loans | Participant loans | — | — | $140K | 1.2% | |
| Schwab Treaury Inflation Prot Sec Ind Fnd | Mutual Funds | — | — | $79K | 0.7% | |
| Fidelity Balanced | Mutual Funds | — | — | $50K | 0.4% | |
| MFS New Discovery Fund Class R6 | Mutual Funds | — | — | $43K | 0.4% | |
| T Rowe Price Global Multi Sector Bond Fnd | Mutual Funds | — | — | $40K | 0.3% | |
| Hartford Schroders International Stock Fund | Other securities | — | — | $33K | 0.3% | |
| Vanguard Internation Value Fnd Inv Sh | Mutual Funds | — | — | $29K | 0.2% | |
| DFA US Small Cap Growt Insights | Mutual Funds | — | — | $27K | 0.2% | |
| Vanguard Mortgage-Backed Securities Indx | Mutual Funds | — | — | $26K | 0.2% | |
| Vanguard Intermediate Term Bond Indx Fnd | Mutual Funds | — | — | $24K | 0.2% | |
| American Funds 2065 Target Date Retirement | Mutual Funds | — | — | $19K | 0.2% | |
| Calvert Intl Opportunities Fund Cl I | Other securities | — | — | $13K | 0.1% | |
| MFS Aggressive Growth Allocation Fund class R 4 | Mutual Funds | — | — | $13K | 0.1% | |
| Vanguard Short-Term Federal Fund Adm Sh | Mutual Funds | — | — | $13K | 0.1% | |
| Fidelity Asset Manager 40% | Mutual Funds | — | — | $12K | 0.1% | |
| Calamos Growth & Income Fund Class A | Other securities | — | — | $12K | <0.1% | |
| American Funds 2020 Target Date Retirement R6 | Mutual Funds | — | — | $5K | <0.1% | |
| American Funds 2015 Target Date Retirement R6 | Mutual Funds | — | — | $2K | <0.1% | |
| American Funds 2010 Target Date Retirement R6 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
