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

> Hyland Software, INC.'s 401(k) plan: 2,224 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 341699247

- **Sponsor Address:** 28105 CLEMENS ROAD, WESTLAKE, OH, 44145

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

- **Total Participants:** 2,224

- **Total Assets:** $512.0M

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,224|$512.0M|$8.3M|$27.8M|

| 2023|2,434|$455.0M|$9.5M|$30.9M|

| 2022|3,304|$385.4M|$10.0M|$33.3M|

## 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|

| THE VANGUARD GROUP, INC.|NONE|$233,693|—|$233,693|

| CREATIVE PLANNING|NONE|$144,964|—|$144,964|

| GALLAGHER FIDUCIARY ADVISORS LLC|NONE|$74,977|—|$74,977|

| VANGUARD ADVISERS INC.|NONE|$60,265|—|$60,265|

| MALONEY + NOVOTNY LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [CREATIVE PLANNING](https://planprovider.pro/provider/creative-planning) — NONE

- [GALLAGHER FIDUCIARY ADVISORS LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — NONE

- [VANGUARD ADVISERS INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [MALONEY + NOVOTNY LLC](https://planprovider.pro/provider/maloney-novotny-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $513,899

- **Estimated Expense Ratio:** 0.100% 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|$504,049|—|—|—|—|

| 2023|$571,338|—|—|—|—|

| 2022|$558,754|—|—|—|—|

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