Plan Snapshot
- Plan Sponsor: Osi Systems, INC.
- Sponsor EIN: 330238801
- Sponsor Address: 2805 COLUMBIA STREET, TORRANCE, CA, 90503
- Plan Type: 401(k)
- Total Participants: 1,920
- Total Assets: $269.8M
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 | 1,920 | $269.8M | $3.9M | $14.5M |
| 2023 | 1,644 | $242.1M | $2.9M | $13.7M |
| 2022 | 1,639 | $203.7M | $3.7M | $13.3M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $153,203 | — | $153,203 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $57,500 | — | $57,500 |
| MOSS ADAMS LLP | AUDITOR | $24,150 | — | $24,150 |
| BAKER TILLY US, LLP | Auditor | $24,150 | — | $24,150 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — INVESTMENT ADVISOR
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $259,003
- Estimated Expense Ratio: 0.096% of plan assets
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 | $257,020 | $57,516 | — | $24,150 | — |
| 2023 | $252,155 | $52,708 | $173,447 | $24,150 | — |
| 2022 | $485,704 | $65,000 | $237,308 | — | $17,325 |