# Perforce Software, INC. 401(k) Plan
Source: https://planprovider.pro/companies/perforce-software-inc-plan-001

> Perforce Software, INC.'s 401(k) plan: 817 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 943250959

- **Sponsor Address:** 400 1ST AVE N., MINNEAPOLIS, MN, 55401

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

- **Total Participants:** 817

- **Total Assets:** $187.4M

## 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.|

| 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|$34,979|—|$34,979|

| OLSEN THIELEN & CO LTD|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [OLSEN THIELEN & CO LTD](https://planprovider.pro/provider/olsen-thielen-and-co-ltd) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $34,979

- **Estimated Expense Ratio:** 0.019% 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|$83,954|$154|—|—|—|

| 2023|$54,262|—|$52,017|—|—|

| 2022|$49,204|—|$47,061|—|$2,139|

## Similar Plans

- [Dtn Us Holdings LLC](https://planprovider.pro/companies/dtn-us-holdings-llc-plan-001) — 607 participants

- [Korber Supply Chain Us, INC.](https://planprovider.pro/companies/korber-supply-chain-us-inc-401k-plan) — 539 participants

- [Sagitec Solutions, LLC](https://planprovider.pro/companies/sagitec-solutions-llc-401k-plan) — 389 participants

- [Total Expert, INC.](https://planprovider.pro/companies/total-expert-inc-401k-plan) — 377 participants

- [Imagetrend, LLC](https://planprovider.pro/companies/imagetrend-inc-401k-plan) — 339 participants

- [Calabrio, INC.](https://planprovider.pro/companies/calabrio-inc-401k-plan) — 310 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/perforce-software-inc-plan-001)

© 2026 PlanProvider.Pro