Plan Snapshot
- Plan Sponsor: Perforce Software, INC.
- Sponsor EIN: 943250959
- Sponsor Address: 400 1ST AVE N., MINNEAPOLIS, MN, 55401
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,360
- Total Assets: $208.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 1,360 | $208.6M | $0 | $0 |
| 2024 | 817 | $187.4M | $1.7M | $8.6M |
| 2023 | 681 | $132.9M | $1.8M | $8.4M |
| 2022 | 682 | $114.8M | $1.4M | $6.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $56,449 | — | $56,449 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,449
- Estimated Expense Ratio: 0.027% 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 | $26,444,626 | $3,478 | — | — | — |
| 2024 | $83,954 | $154 | — | — | — |
| 2023 | $54,262 | — | $52,017 | — | — |
| 2022 | $49,204 | — | $47,061 | — | $2,139 |