# Loftware, INC. 401(k) Plan
Source: https://planprovider.pro/companies/loftware-inc-401k-plan

> Loftware, INC.'s 401(k) plan: 201 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Loftware, INC.

- **Sponsor EIN:** 010439980

- **Sponsor Address:** 249 CORPORATE DRIVE, PORTSMOUTH, NH, 03801

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

- **Total Participants:** 201

- **Total Assets:** $24.8M

## 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|201|$24.8M|$638,373|$2.7M|

| 2023|209|$22.1M|$691,498|$2.5M|

| 2022|160|$14.3M|$354,584|$1.6M|

## 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|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — 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|$99,358|—|$99,358|—|—|

| 2023|$75,066|—|$75,066|—|—|

| 2022|$59,092|—|$57,913|—|—|

## Similar Plans

- [Newforma, INC.](https://planprovider.pro/companies/newforma-inc-401k-plan) — 107 participants

- [Pageflex, INC.](https://planprovider.pro/companies/pageflex-inc-401k-plan) — 25 participants

- [Isee Systems, INC.](https://planprovider.pro/companies/isee-systems-inc-401k-plan) — 7 participants

- [Snap Surveys Nh, INC](https://planprovider.pro/companies/snap-surveys-nh-inc-plan) — 6 participants

- [Community Software Solutions INC](https://planprovider.pro/companies/community-software-solutions-inc-401k-plan) — 1 participants

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

© 2026 PlanProvider.Pro