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Original filing (PDF)20251014082452NAL0005078034001
PASON SYSTEMS USA CORP.
Form 5500
FILING_RECEIVED
PASON SYSTEMS USA CORP. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
339
Accounts w/ balance
472
Plan assets (EOY)
$29.5M
Net assets (EOY)
$29.5M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PASON SYSTEMS USA CORP..
Plan sponsor
Name
PASON SYSTEMS USA CORP.
EIN
84-1438873
Address
7701 W LITTLE YORK RD, STE 800 · HOUSTON, TX · 77040
Phone
(720) 880-2000
Industry
Mining, Quarrying, Oil & Gassee 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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $29K | — |
Investments
34 direct securities · 1 pooled fund· $34.4M(100% 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.
Uncategorized
$29.5M
34 holdings
Common Collective Trust
$4.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RELIANCE ADVISORY TRUST PORTFOLIOS RELIANCE TRUST COMPANY · EIN 46-6634600 / PN 001 | Common Collective Trust | — | — | $4.8M | 16.4% | |
| Fidelity 500 Index Mutual Fund N/A | — | — | — | $3.8M | 12.9% | |
| Vanguard Target Retirement 2045 Mutual Fund N/A | — | — | — | $2.2M | 7.4% | |
| JP Morgan Large Cap Growth R6 Mutual Fund N/A | — | — | — | $2.1M | 7.0% | |
| Vanguard Target Retirement 2050 Mutual Fund N/A | — | — | — | $1.9M | 6.3% | |
| Vanguard Target Retirement 2040 Mutual Fund N/A | — | — | — | $1.8M | 6.1% | |
| Mainspring Managed Account 60 Common Collective Trust Fund N/A | — | — | — | $1.6M | 5.5% | |
| American Funds Europacific R6 Mutual Fund N/A | — | — | — | $1.4M | 4.7% | |
| Mainspring Managed Account 80 Common Collective Trust Fund N/A | — | — | — | $1.3M | 4.5% | |
| Vanguard Equity Income Admiral Mutual Fund N/A | — | — | — | $1.3M | 4.3% | |
| Vanguard Target Retirement 2030 Mutual Fund N/A | — | — | — | $1.3M | 4.3% | |
| Vanguard Target Retirement 2055 Mutual Fund N/A | — | — | — | $1.3M | 4.3% | |
| Mainspring Managed Account 40 Common Collective Trust Fund N/A | — | — | — | $1.1M | 3.7% | |
| Fidelity Small Cap Index Mutual Fund N/A | — | — | — | $902K | 3.1% | |
| Vanguard Target Retirement 2035 Mutual Fund N/A | — | — | — | $895K | 3.0% | |
| Metropolitan West Total Return Bond Plan Mutual Fund N/A | — | — | — | $882K | 3.0% | |
| Fidelity Mid Cap Value Index Mutual Fund N/A | — | — | — | $879K | 3.0% | |
| Fidelity Mid Cap Growth Index Mutual Fund N/A | — | — | — | $770K | 2.6% | |
| Gabelli US Treasury MMkt AAA Money Market Mutual Fund N/A | — | — | — | $740K | 2.5% | |
| Notes receivable from participants Maturing 2025-2029 at interest rates of 3.25% - 8.50% - | — | — | — | $640K | 2.2% | |
| Mainspring Managed Account 100 Common Collective Trust Fund N/A | — | — | — | $612K | 2.1% | |
| Vanguard Target Retirement 2060 Mutual Fund N/A | — | — | — | $544K | 1.8% | |
| Vanguard Inflation Protected Securities Admiral Mutual Fund N/A | — | — | — | $296K | 1.0% | |
| Vanguard Target Retirement 2020 Mutual Fund N/A | — | — | — | $244K | 0.8% | |
| Vanguard Target Retirement 2025 Mutual Fund N/A | — | — | — | $202K | 0.7% | |
| Mainspring Managed Account 20 Common Collective Trust Fund N/A | — | — | — | $185K | 0.6% | |
| Fidelity Total International Index Mutual Fund N/A | — | — | — | $184K | 0.6% | |
| Vanguard Target Retirement 2065 Mutual Fund N/A | — | — | — | $174K | 0.6% | |
| Baron Small Cap Fund Mutual Fund N/A | — | — | — | $117K | 0.4% | |
| Victory Sycamore Small Company Opportunity Fund R6 Mutual Fund N/A | — | — | — | $89K | 0.3% | |
| DFA Global Real Estate Securities Port Mutual Fund N/A | — | — | — | $68K | 0.2% | |
| Fidelity Short-Term Bond Index Mutual Fund N/A | — | — | — | $56K | 0.2% | |
| Vanguard Total Intl BD Index Admiral Mutual Fund N/A 901 Fidelity US Bond Index Mutual Fund N/A | — | — | — | $35K | 0.1% | |
| PIMCO High Yield Fund A Mutual Fund N/A | — | — | — | $26K | <0.1% | |
| Vanguard Target Retirement Income Mutual Fund N/A 890 Vanguard Target Retirement 2070 Mutual Fund N/A | — | — | — | $12K | <0.1% |
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