Aptitude Software, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Aptitude Software, INC.
  • Sponsor EIN: 134107563
  • Sponsor Address: 101 FEDERAL STREET, BOSTON, MA, 02110
  • Plan Type: 401(k)
  • Total Participants: 49
  • Total Assets: $9.5M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202449$9.5M$271,051$707,543
202359$8.3M$317,258$792,191
202278$6.4M$319,675$780,415

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