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Original filing (PDF)20260223104130NAL0000971009001
OCUSOFT, INC
Form 5500
FILING_RECEIVED
OCUSOFT INC 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 3.2 mo
Active participants
156
Accounts w/ balance
159
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.5M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
87
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 3.2 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OCUSOFT, INC.
Plan sponsor
Name
OCUSOFT, INC
EIN
76-0200462
Address
30444 SOUTHWEST FREEWAY · ROSENBERG, TX · 77471
Phone
(281) 239-9810
Industry
Health Care & Social Assistancesee 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
2026-02-23
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MOORE REICHL & BAKER P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $28K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | INVESTMENT/FINANCIAL ADVI | $20K | — |
Investments
27 direct securities · 1 pooled fund· $8.3M(98% 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.
Registered Investment Companies
$6.9M
27 holdings
Common Collective Trust
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $2.0M | 23.0% | |
| NYL ANCHOR ACCOUNT 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $1.4M | 16.5% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $1.2M | 14.5% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $1.2M | 14.0% | |
| FID 500 IND | Registered Investment Companies | — | — | $423K | 4.9% | |
| JPM GROWTH ADVANTAGE FUND - R6 | Registered Investment Companies | — | — | $401K | 4.7% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $279K | 3.3% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $223K | 2.6% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $166K | 1.9% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $133K | 1.6% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $121K | 1.4% | |
| AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $88K | 1.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $86K | 1.0% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $82K | 1.0% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $82K | 1.0% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $66K | 0.8% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $56K | 0.7% | |
| JOHN HANCOCK BOND FUND - R6 | Registered Investment Companies | — | — | $48K | 0.6% | |
| TRP RETIREMENT 2005 I | Registered Investment Companies | — | — | $46K | 0.5% | |
| PGIM HIGH YIELD FUND R6 987 REGISTERED INVESTMENT COMPANY JPMORGAN LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $36K | 0.4% | |
| TRP RETIREMENT 2065 I | Registered Investment Companies | — | — | $33K | 0.4% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $32K | 0.4% | |
| ALLSPRING CORE PLUS BOND R6 | Registered Investment Companies | — | — | $31K | 0.4% | |
| DFA EMERG MKT SM CAP I | Registered Investment Companies | — | — | $30K | 0.3% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $25K | 0.3% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $20K | 0.2% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $10K | 0.1% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $7K | <0.1% |
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