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Original filing (PDF)20251015162346NAL0006912560001
SYSTEMS PLUS INC
Form 5500
FILING_RECEIVED
SYSTEMS PLUS INC 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
138
Accounts w/ balance
172
Plan assets (EOY)
$9.5M
Net assets (EOY)
$9.5M
How this plan invests
This plan
26 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 (24 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SYSTEMS PLUS INC.
Plan sponsor
Name
SYSTEMS PLUS INC
EIN
54-1536856
Address
1 RESEARCH CT · SUITE 360 · ROCKVILLE, MD · 208500000
Phone
(301) 948-4232
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
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
RUBINO & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | RECORDKEEPER | $120 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | NONE | $19K | — |
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | NONE | $3K | — |
Investments
26 direct securities· $9.3M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlkRk 20/80 TrgtAlloc Inst Mutual Fund | — | — | — | $1.8M | 19.3% | |
| Amcent Ultra R6 Mutual Fund | — | — | — | $1.8M | 18.6% | |
| BlkRk 60/40 TrgtAlloc Inst Mutual Fund | — | — | — | $1.7M | 17.4% | |
| BlkRk 80/20TrgtAlloc Inst Mutual Fund | — | — | — | $1.4M | 15.1% | |
| AmFds New Prspct R6 Mutual Fund | — | — | — | $618K | 6.5% | |
| TRowePr Gr STK I Mutual Fund | — | — | — | $562K | 5.9% | |
| Col Ovrseas Inst2 Mutual Fund | — | — | — | $258K | 2.7% | |
| FidAdv Invmt Grd Bd Inst Mutual Fund | — | — | — | $224K | 2.4% | |
| Baron Asst Inst Mutual Fund | — | — | — | $210K | 2.2% | |
| Vngrd Eq Inc Adml Mutual Fund | — | — | — | $176K | 1.9% | |
| Nationwide Fixed Select Option Fixed Annuity Contract | — | — | — | $109K | 1.1% | |
| American Funds 2040 Target Date Retirement R-6 Mutual Fund | — | — | — | $87K | 0.9% | |
| BlkRk 40/60 TrgtAlloc Inst Mutual Fund | — | — | — | $76K | 0.8% | |
| Participant loans 10.50% | — | — | — | $56K | 0.6% | |
| PGIM Hi Yld R6 Mutual Fund | — | — | — | $51K | 0.5% | |
| PIMCO Inc Inst Mutual Fund | — | — | — | $33K | 0.4% | |
| American Funds 2025 Target Date Retirement R6 Mutual Fund | — | — | — | $23K | 0.2% | |
| American Funds 2050 Target Date Retirement R-6 Mutual Fund | — | — | — | $22K | 0.2% | |
| American Funds 2045 Target Date Retirement R-6 Mutual Fund | — | — | — | $15K | 0.2% | |
| EV Shrt Dur Strat Inc Mutual Fund | — | — | — | $15K | 0.2% | |
| American Funds 2035 Target Date Retirement R6 Mutual Fund | — | — | — | $14K | 0.2% | |
| American Funds 2065 Target Date Retirement R6 Mutual Fund 792 Federated Hermes Govt Obl Premier Money Market Fund | — | — | — | $12K | 0.1% | |
| American Funds 2030 Target Date Retirement R6 Mutual Fund | — | — | — | $10K | 0.1% | |
| American Funds 2010 Target Date Retirement R6 Mutual Fund | — | — | — | $6K | <0.1% | |
| American Funds 2060 Target Date Retirement R6 Mutual Fund | — | — | — | $2K | <0.1% | |
| American Funds 2055 Target Date Retirement R6 Mutual Fund | — | — | — | $1K | <0.1% |
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