Plan Snapshot
- Plan Sponsor: Simpro Software Limited
- Sponsor EIN: 611734506
- Sponsor Address: 329 INTERLOCKEN PARKWAY #100, BROOMFIELD, CO, 80021
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $7.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 123 | $7.0M | $865,588 | $1.2M |
| 2023 | 142 | $4.7M | $634,383 | $871,201 |
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 |
|---|---|---|---|---|
| JOHNSON O'CONNOR FERON& CARUCCI LLP | Auditor | — | — | $0 |
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 | $6,400 | — | $6,250 | — | — |
| 2023 | $3,450 | — | $3,000 | — | — |