Linda Rasamny signed OST, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
OST, Inc.'s EIN is 52-2175314.
Download the official 2024 Form 5500 (PDF) for OST, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)OST, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $14K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN FIXED INC GUAR OPTION | Common Stocks | — | $0 | $6.2M | 17.0% | |
| FIDELITY ADVISR INTRNL GR Z FD | Mutual Funds | — | $0 | $5.2M | 14.2% | |
| INVESCO SMALL CAP VALUE R6 FD | Mutual Funds | — | $0 | $5.1M | 14.1% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $5.1M | 14.1% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | $0 | $2.2M | 6.2% | |
| AM FDS GRTH FD OF AM R6 FUND | Other securities | — | $0 | $2.1M | 5.8% | |
| FIDELITY SM CAP INDEX FUND | Common Collective Trusts | — | $0 | $1.8M | 4.8% | |
| INVESCO STABLE VL RET FD CL 1 INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $1.8M | 4.8% | |
| BLACKROCK LFPTH IDX 2060 K FD | Common Collective Trusts | — | $0 | $1.7M | 4.7% | |
| SCHWAB FUND US LRG CMP INDX FD | Mutual Funds | — | $0 | $1.4M | 3.9% | |
| AMERICAN FUNDS NEWWORLD R6 | Mutual Funds | — | $0 | $1.3M | 3.5% | |
| FIDELITY 500 INDEX FUND | Common Collective Trusts | — | $0 | $1.2M | 3.4% | |
| FIDELITY MID CP INDEX FUND | Common Collective Trusts | — | $0 | $1.1M | 3.1% | |
| PRIN CORE FIX INC SEP ACCT-Z | Pooled Separate Accounts | — | $0 | $910K | 2.5% | |
| THORNBURG INTL EQUITY R6 FUND | Other securities | — | $0 | $620K | 1.7% | |
| BLACKROCK LFPTH INDX 2040 K FD | Other securities | — | $0 | $617K | 1.7% | |
| PGIM HIGH YIELD R6 FUND | Other securities | — | $0 | $602K | 1.6% | |
| COHEN & STEERS I REALTY SH FD | Other securities | — | $0 | $554K | 1.5% | |
| JANUSHENDERSON TRITON N | Other securities | — | $0 | $520K | 1.4% | |
| OAKMARK FUND-INSTITUTIONAL | Other securities | — | $0 | $484K | 1.3% | |
| LORD ABBETT SHT DRTN INC R6 FD | Mutual Funds | — | $0 | $446K | 1.2% | |
| VANGUARD EMG MK STK IDX ADM FD | Common Collective Trusts | — | $0 | $371K | 1.0% | |
| BLACKROCK LFPTH INDX 2045 K FD | Other securities | — | $0 | $301K | 0.8% | |
| MFS MID CAP VALUE R6 FUND | Mutual Funds | — | $0 | $293K | 0.8% | |
| COLUMBIA LARGE CAP GROWTH I3 | Other securities | — | $0 | $283K | 0.8% | |
| NUVEEN QUANT SM/MID EQ R6 | Mutual Funds | — | $0 | $264K | 0.7% | |
| BLACKROCK LFPTH INDX 2055 K FD | Other securities | — | $0 | $167K | 0.5% | |
| BLACKROCK LFPTH INDX 2050 K FD | Other securities | — | $0 | $160K | 0.4% | |
| CALVERT US LC CR RSP IDX R6 FD | Common Collective Trusts | — | $0 | $102K | 0.3% | |
| BLACKROCK LFPTH INDX 2035 K FD | Other securities | — | $0 | $77K | 0.2% | |
| BLACKROCK LFPTH INDX 2030 K FD | Other securities | — | $0 | $61K | 0.2% | |
| BLACKROCK LFPTH IDX 2065 K FD | Common Collective Trusts | — | $0 | $29K | <0.1% | |
| ISHARES MSCI EAFE INT IDX K FD | Common Collective Trusts | — | $0 | $28K | <0.1% | |
| INVESCO STABLE VL RET FD CL 1 | Mutual Funds | — | $0 | $16K | <0.1% | |
| Participant Loans | Participant loans | — | $0 | $16K | <0.1% | |
| BLACKROCK LFPTH IND RTRMT K FD | Other securities | — | $0 | $12K | <0.1% | |
| JANUSHENDERSON ENTRPRS N | Other securities | — | $0 | $2K | <0.1% | |
| DFA US SM CAP GROWTH INSTL FD | Mutual Funds | — | $0 | $754 | <0.1% | |
| INVESCO STABLE VALUE RETD 4 INVESCO TRUST COMPANT · EIN 46-3793325 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
