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Original filing (PDF)20250923151016NAL0002627155001
OBJECTWIN TECHNOLOGY, INC.
Form 5500
FILING_RECEIVED
OBJECTWIN TECHNOLOGY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
411
Accounts w/ balance
159
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 39% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (15 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OBJECTWIN TECHNOLOGY, INC..
Plan sponsor
Name
OBJECTWIN TECHNOLOGY, INC.
EIN
76-0555787
Address
19219 KATY FREEWAY · SUITE 275 · HOUSTON, TX · 77094
Phone
(713) 782-8200
Industry
Custom Computer Programming· 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
2025-09-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CALVETTI FERGUSON, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $9K | — |
Investments
39 direct securities· $6.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FID GOVT MMKT (i) | — | — | — | $1.4M | 22.9% | |
| Fidelity FID GROWTH COMPANY (i) | — | — | — | $696K | 11.6% | |
| Fidelity FID BLUE CHIP GR (i) | — | — | — | $597K | 10.0% | |
| Fidelity FID TOTAL MKT IDX (i) | — | — | — | $329K | 5.5% | |
| Fidelity FID MID CAP STOCK (i) | — | — | — | $286K | 4.8% | |
| Fidelity FID FREEDOM 2035 K (i) | — | — | — | $246K | 4.1% | |
| Fidelity FID DIVIDEND GR (i) | — | — | — | $207K | 3.4% | |
| Fidelity FID OTC PORTFOLIO (i) | — | — | — | $194K | 3.2% | |
| Fidelity FID FREEDOM 2040 K (i) | — | — | — | $191K | 3.2% | |
| Fidelity FID FOCUSED STOCK (i) | — | — | — | $179K | 3.0% | |
| Fidelity FID LARGE CAP STOCK (i) | — | — | — | $160K | 2.7% | |
| Fidelity FID GROWTH STRAT (i) | — | — | — | $150K | 2.5% | |
| Fidelity FID OVERSEAS (i) | — | — | — | $132K | 2.2% | |
| Fidelity FID INVST GR BD (i) | — | — | — | $123K | 2.1% | |
| Fidelity FID FIDELITY FUND (i) | — | — | — | $96K | 1.6% | |
| Fidelity FID SMALL CAP VALUE (i) | — | — | — | $90K | 1.5% | |
| Fidelity FID LOW PRICED STK (i) | — | — | — | $90K | 1.5% | |
| Fidelity FID EQUITY INC (i) | — | — | — | $89K | 1.5% | |
| Fidelity FID FREEDOM 2055 K (i) | — | — | — | $84K | 1.4% | |
| Fidelity FID CONTRAFUND (i) | — | — | — | $80K | 1.3% | |
| Fidelity FID PURITAN (i) | — | — | — | $80K | 1.3% | |
| Fidelity FID INTERMED BOND (i) | — | — | — | $68K | 1.1% | |
| Fidelity FID FREEDOM 2030 K (i) | — | — | — | $68K | 1.1% | |
| Fidelity FID SM CAP DISCOVERY (i) | — | — | — | $65K | 1.1% | |
| Fidelity FID VALUE (i) | — | — | — | $49K | 0.8% | |
| Fidelity FID DIVERSIFD INTL (i) | — | — | — | $46K | 0.8% | |
| Fidelity FID FREEDOM 2045 K (i) | — | — | — | $39K | 0.7% | |
| Fidelity FID FREEDOM 2060 K (i) | — | — | — | $32K | 0.5% | |
| Fidelity FID REAL ESTATE INVS (i) | — | — | — | $29K | 0.5% | |
| Fidelity FID EXTD MKT IDX (i) | — | — | — | $29K | 0.5% | |
| Fidelity FID FREEDOM 2020 K (i) | — | — | — | $21K | 0.3% | |
| Fidelity FID EQ DIV INCOME (i) | — | — | — | $17K | 0.3% | |
| Fidelity FID FREEDOM 2065 K (i) | — | — | — | $14K | 0.2% | |
| Fidelity FID FREEDOM INC K (i) | — | — | — | $12K | 0.2% | |
| Participant loans Bearing interest at 6%, various maturity dates through 2028. -0- | — | — | — | $10K | 0.2% | |
| Fidelity FID VALUE STRAT (i) | — | — | — | $10K | 0.2% | |
| Fidelity FID SHORT TERM BOND (i) | — | — | — | $6K | 0.1% | |
| Fidelity FID FREEDOM 2050 K (i) | — | — | — | $5K | <0.1% | |
| Fidelity FID FREEDOM 2025 K (i) | — | — | — | $1K | <0.1% |
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