# Constellation Software, INC. 401(k) Plan
Source: https://planprovider.pro/companies/constellation-software-inc-401k-plan

> Constellation Software, INC.'s 401(k) plan: 120 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Constellation Software, INC.

- **Sponsor EIN:** 883391150

- **Sponsor Address:** ONE WORLD TRADE CENTER, NEW YORK, NY, 10007

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

- **Total Participants:** 120

- **Total Assets:** $5.1M

## 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|120|$5.1M|$486,593|$986,010|

| 2023|143|$3.6M|$341,333|$714,898|

| 2022|119|$1.3M|$231,929|$516,050|

## 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|

| ADP, INC.|RECORD KEEPER|$10,015|—|$10,015|

| CBIZ CPA'S P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $10,015

- **Estimated Expense Ratio:** 0.195% 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|$18,565|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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