Plan Snapshot
- Plan Sponsor: Flexera Software LLC
- Sponsor EIN: 262093996
- Sponsor Address: 300 PARK BOULEVARD, ITASCA, IL, 60143
- Plan Type: 401(k)
- Total Participants: 491
- Total Assets: $130.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 491 | $130.8M | $1.2M | $7.3M |
| 2023 | 566 | $119.7M | $1.3M | $8.1M |
| 2022 | 494 | $99.6M | $1.3M | $8.0M |
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 |
|---|---|---|---|---|
| MILLER COOPER CO, LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER COOPER CO, LTD — Auditor
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 | $111,574 | $76,951 | — | — | — |
| 2023 | $123,196 | $70,177 | — | $8,500 | — |
| 2022 | $133,246 | $16,187 | — | — | — |