Plan Snapshot
- Plan Sponsor: Madcap Software, INC.
- Sponsor EIN: 201966687
- Sponsor Address: 1660 17TH STREET, SUITE 201, DENVER, CO, 80202
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 135
- Total Assets: $10.4M
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. |
|---|---|---|---|---|
| 2025 | 135 | $10.4M | $0 | $0 |
| 2024 | 116 | $9.0M | $261,680 | $722,670 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $31,559 | — | $31,559 |
| PREMIER PLAN CONSULTANTS INC | Other Service Provider | $2,450 | $26,660 | $29,110 |
| COMMONWEALTH EQUITY SERVICES LLC | Investment Advisor | $23,349 | — | $23,349 |
| ADVISED ASSETS GROUP LLC | Investment Advisor | $8,491 | — | $8,491 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,509
- Estimated Expense Ratio: 0.888% 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 |
|---|---|---|---|---|---|
| 2025 | $1,691,400 | — | $3,250 | — | — |
| 2024 | $13,937 | — | $1,400 | — | — |