# Cloud Software Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cloud-software-group-inc-401k-plan

> Cloud Software Group, INC.'s 401(k) plan: 2,051 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cloud Software Group, INC.

- **Sponsor EIN:** 770449727

- **Sponsor Address:** 851 WEST CYPRESS CREEK ROAD, FORT LAUDERDALE, FL, 33309

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

- **Total Participants:** 2,051

- **Total Assets:** $1.6B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|2,051|$1.6B|$20.2M|$30.3M|

| 2023|1,953|$959.9M|$23.7M|$34.9M|

| 2022|2,821|$827.5M|$13.7M|$45.9M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$220,698|—|$220,698|

| STRATEGIC ADVISORS, INC.|ADVISOR|$120,175|—|$120,175|

| MORGAN STANLEY SMITH BARNEY|INVESTMENT ADVISOR|$72,948|—|$72,948|

| PENSION ASSURANCE LLP|ACCOUNTANT/AUDITOR|$15,840|—|$15,840|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $429,661

- **Estimated Expense Ratio:** 0.027% 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|$432,361|$120,175|$2,700|$15,840|—|

| 2023|$168,139|$211,894|$2,400|$25,500|—|

| 2022|$96,444|$87,938|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cloud-software-group-inc-401k-plan)

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