How big is Office Management Systems, Inc.'s plan?

Office Management Systems, Inc.'s plan reported $16.5M in assets and 160 participants for 2024.

Original filing (PDF)20250812145128NAL0009994960001

Office Management Systems, Inc.

Name: Office Management Systems, Inc. — Office Management, Form 5500 (2024)
Creator: Office Management Systems, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Office Management Systems, Inc. 401(k) and Profit Sharing Plan

401(k) retirement plan · Office Management Systems, Inc.'s Office Management Systems, Inc. 401(k) and Profit Sharing Plan held $16.5M in plan assets for 160 participants in 2024, with Lincoln Financial as recordkeeper.

Active participants

160

Accounts w/ balance

171

Plan assets (EOY)

$16.5M

Net assets (EOY)

$16.5M

Plan identifiers

Office Management Systems, Inc.'s EIN is 64-0679888.

EIN 64-0679888

Plan number 001

Plan year 2024

ACK ID 20250812145128NAL0009994960001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Office Management Systems, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Office Management Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

OFFICE MANAGEMENT SYSTEMS, INC.

EIN

all filings

Address

327 YORKVILLE ROAD EAST · COLUMBUS, MS · 39702

Phone

(662) 244-6500

Industry

Professional & Technical Services

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

2025-08-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN RETIREMENT SERVICES	—	FORT WAYNE, IN	CUSTODIAL MGT	$69K	—
T. E. LOTT AND COMPANY	—	COLUMBUS, MS	RECORDKEEPER	$14K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
STIFEL NICOLAUS AND CO INC	—

Investments

34 direct securities· $16.5M(100% of reported assets)

Mutual Funds

$6.4M

16 holdings

Other securities

$6.3M

14 holdings

Stable Value

$1.4M

1 holding

U.S. Treasuries

$1.2M

1 holding

Common Collective Trusts

$985K

1 holding

Common Stocks

$255K

1 holding

					% of plan
JPM Large Cap Growth Mutual Fund	Other securities	—	—	$3.0M	18.0%
Vanguard Midcap Growth Mutual Fund	Mutual Funds	—	—	$1.8M	10.6%
AF Washington Mutual Invest Mutual Fund	Other securities	—	—	$1.7M	10.2%
Lincoln Stable Value Account Fixed Annuity	Stable Value	—	—	$1.4M	8.7%
Baird Agrgt Bond Mutual Fund	U.S. Treasuries	—	—	$1.2M	7.3%
Vanguard 500 Index Mutual Fund	Common Collective Trusts	—	—	$985K	6.0%
Vanguard Smallcap Value Mutual Fund	Mutual Funds	—	—	$983K	5.9%
Vanguard LS Moderate Growth Mutual Fund	Mutual Funds	—	—	$800K	4.8%
Vanguard International Growth Mutual Fund	Mutual Funds	—	—	$727K	4.4%
MFS New Disc Mutual Fund	Mutual Funds	—	—	$666K	4.0%
JPM Smrtrtrnt 2045 Mutual Fund	Other securities	—	—	$500K	3.0%
PIMCO Incm Mutual Fund	Mutual Funds	—	—	$428K	2.6%
Vanguard High Yield Corp Mutual Fund	Mutual Funds	—	—	$350K	2.1%
AM FDS Intl Gw Inc Mutual Fund	Common Stocks	—	—	$255K	1.5%
AM FDS New World Mutual Fund	Other securities	—	—	$195K	1.2%
Vanguard Midcap Value Index Mutual Fund	Mutual Funds	—	—	$187K	1.1%
JPM Smrtrtrmt 2020 Mutual Fund	Other securities	—	—	$158K	1.0%
JPM Smrtrtrmt 2035 Mutual Fund	Other securities	—	—	$141K	0.9%
PIMCO Intl Bond US Dllr Hdgd Mutual Fund	Mutual Funds	—	—	$140K	0.8%
AM FDS New Perspective Mutual Fund	Other securities	—	—	$134K	0.8%
JPM Smrtrtrmt 2055 Mutual Fund	Other securities	—	—	$132K	0.8%
Vanguard Real Estate Index Mutual Fund	Mutual Funds	—	—	$106K	0.6%
Vanguard Inflation Prot Secrt Mutual Fund	Mutual Funds	—	—	$101K	0.6%
JPM Smrtrtrmt 2025 Mutual Fund	Other securities	—	—	$100K	0.6%
Vngrd Ultr Shrtrm Bond Mutual Fund	Other securities	—	—	$77K	0.5%
Vanguard LS Growth Mutual Fund	Mutual Funds	—	—	$71K	0.4%
Vanguard International Value Mutual Fund	Mutual Funds	—	—	$60K	0.4%
JPM Smrtrtrmt 2030 Mutual Fund	Other securities	—	—	$55K	0.3%
JPM Smrtrtrmt 2050 Mutual Fund	Other securities	—	—	$47K	0.3%
JPM Smrtrtrmt 2060 Mutual Fund	Other securities	—	—	$30K	0.2%
JPM Smrtrtrmt 2040 Mutual Fund	Other securities	—	—	$23K	0.1%
PIMCO Cmmdty Reat Return Mutual Fund	Mutual Funds	—	—	$12K	<0.1%
Vanguard LS Conservative Grow Mutual Fund	Mutual Funds	—	—	$10K	<0.1%
Vanguard LS Income Mutual Fund	Mutual Funds	—	—	$1K	<0.1%