Plan Snapshot
- Plan Sponsor: 21st Century Software Technologies, INC.
- Sponsor EIN: 990369407
- Sponsor Address: 6 LIBERTY SQUARE, BOSTON, MA, 02109
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $13.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 108 | $13.7M | $535,789 | $1.6M |
| 2023 | 109 | $14.4M | $487,180 | $1.5M |
| 2022 | 119 | $14.1M | $484,616 | $1.4M |
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 |
|---|---|---|---|---|
| SCS | Investment Advisor | $29,987 | — | $29,987 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $27,502 | — | $27,502 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $5,637 | — | $5,637 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,126
- Estimated Expense Ratio: 0.459% 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 | $63,127 | $35,625 | — | — | — |
| 2023 | $69,244 | $38,608 | — | — | — |
| 2022 | $61,244 | $1,094 | — | — | — |