Michelle Smith signed Ocusoft, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ocusoft, Inc.'s EIN is 76-0200462.
Download the official 2024 Form 5500 (PDF) for Ocusoft, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ocusoft, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | INVESTMENT/FINANCIAL ADVI | $20K | — |
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.
| PI | % 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
