# Act-On Software, INC. 401(k) Plan
Source: https://planprovider.pro/companies/act-on-software-inc-plan-002

> Act-On Software, INC.'s 401(k) plan: 98 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Act-On Software, INC.

- **Sponsor EIN:** 204971292

- **Sponsor Address:** 121 SW MORRISON ST., STE. 1600, PORTLAND, OR, 97204

- **Plan Type:** 401(k)

- **Total Participants:** 98

- **Total Assets:** $14.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|98|$14.0M|$0|$1.2M|

| 2023|130|$12.9M|$0|$1.5M|

| 2022|148|$9.6M|$140,441|$1.6M|

## 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|

| KBF CPAS - AUDIT, LLP|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|$23,641|—|—|—|—|

| 2023|$14,279|$9,910|—|—|—|

| 2022|$3,135|—|—|—|—|

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