Plan Snapshot
- Plan Sponsor: Open Systems Technologies Corp
- Sponsor EIN: 521987398
- Sponsor Address: 15827 WAVYLEAF CT, GAINESVILLE, VA, 201552000
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $11.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 162 | $11.7M | $725,387 | $1.6M |
| 2023 | 170 | $9.5M | $706,615 | $1.5M |
| 2022 | 148 | $6.0M | $616,697 | $1.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| DOANE CPA FIRM LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $17,686 | $691 | $16,135 | — | — |
| 2023 | $17,967 | $701 | $10,251 | — | — |
| 2022 | $8,626 | $445 | $8,181 | — | — |