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Original filing (PDF)20251015122923NAL0006072592001
OST, INC.
Form 5500
FILING_RECEIVED
OST, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
423
Accounts w/ balance
612
Plan assets (EOY)
$36.5M
Net assets (EOY)
$36.5M
How this plan invests
This plan
4 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OST, INC..
Plan sponsor
Name
OST, INC.
EIN
52-2175314
Address
2010 CORPORATE RIDGE · MCLEAN, VA · 22102
Phone
(703) 462-8924
Industry
Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3C · Not intended to be qualified
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $14K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $42K | — |
Investments
35 direct securities · 4 pooled funds· $43.3M(100% 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.
Uncategorized
$34.1M
35 holdings
Pooled Separate Account
$7.4M
2 holdings
Common Collective Trust
$1.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN FIXED INC GUAR OPTION | — | — | $0 | $6.2M | 17.0% | |
| FIDELITY ADVISR INTRNL GR Z FD | — | — | $0 | $5.2M | 14.2% | |
| INVESCO SMALL CAP VALUE R6 FD | — | — | $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 | — | — | $0 | $2.1M | 5.8% | |
| FIDELITY SM CAP INDEX FUND | — | — | $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 | — | — | $0 | $1.7M | 4.7% | |
| SCHWAB FUND US LRG CMP INDX FD | — | — | $0 | $1.4M | 3.9% | |
| AMERICAN FUNDS NEWWORLD R6 | — | — | $0 | $1.3M | 3.5% | |
| FIDELITY 500 INDEX FUND | — | — | $0 | $1.2M | 3.4% | |
| FIDELITY MID CP INDEX FUND | — | — | $0 | $1.1M | 3.1% | |
| PRIN CORE FIX INC SEP ACCT-Z | — | — | $0 | $910K | 2.5% | |
| THORNBURG INTL EQUITY R6 FUND | — | — | $0 | $620K | 1.7% | |
| BLACKROCK LFPTH INDX 2040 K FD | — | — | $0 | $617K | 1.7% | |
| PGIM HIGH YIELD R6 FUND | — | — | $0 | $602K | 1.6% | |
| COHEN & STEERS I REALTY SH FD | — | — | $0 | $554K | 1.5% | |
| JANUSHENDERSON TRITON N | — | — | $0 | $520K | 1.4% | |
| OAKMARK FUND-INSTITUTIONAL | — | — | $0 | $484K | 1.3% | |
| LORD ABBETT SHT DRTN INC R6 FD | — | — | $0 | $446K | 1.2% | |
| VANGUARD EMG MK STK IDX ADM FD | — | — | $0 | $371K | 1.0% | |
| BLACKROCK LFPTH INDX 2045 K FD | — | — | $0 | $301K | 0.8% | |
| MFS MID CAP VALUE R6 FUND | — | — | $0 | $293K | 0.8% | |
| COLUMBIA LARGE CAP GROWTH I3 | — | — | $0 | $283K | 0.8% | |
| NUVEEN QUANT SM/MID EQ R6 | — | — | $0 | $264K | 0.7% | |
| BLACKROCK LFPTH INDX 2055 K FD | — | — | $0 | $167K | 0.5% | |
| BLACKROCK LFPTH INDX 2050 K FD | — | — | $0 | $160K | 0.4% | |
| CALVERT US LC CR RSP IDX R6 FD | — | — | $0 | $102K | 0.3% | |
| BLACKROCK LFPTH INDX 2035 K FD | — | — | $0 | $77K | 0.2% | |
| BLACKROCK LFPTH INDX 2030 K FD | — | — | $0 | $61K | 0.2% | |
| BLACKROCK LFPTH IDX 2065 K FD | — | — | $0 | $29K | <0.1% | |
| ISHARES MSCI EAFE INT IDX K FD | — | — | $0 | $28K | <0.1% | |
| INVESCO STABLE VL RET FD CL 1 | — | — | $0 | $16K | <0.1% | |
| Participant Loans | — | — | $0 | $16K | <0.1% | |
| BLACKROCK LFPTH IND RTRMT K FD | — | — | $0 | $12K | <0.1% | |
| JANUSHENDERSON ENTRPRS N | — | — | $0 | $2K | <0.1% | |
| DFA US SM CAP GROWTH INSTL FD | — | — | $0 | $754 | <0.1% | |
| INVESCO STABLE VALUE RETD 4 INVESCO TRUST COMPANT · EIN 46-3793325 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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