Plan Snapshot
- Plan Sponsor: Softerware, INC.
- Sponsor EIN: 232212753
- Sponsor Address: 4607 LIBERTY RD, BETHEL PARK, PA, 15102
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 141
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 141 | $0 | $0 | $0 |
| 2024 | 135 | $0 | $0 | $0 |
| 2023 | 171 | $0 | $0 | $0 |
| 2022 | 148 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| INDEPENDENCE ADMINISTRATORS (IA) | Other Service Provider | $56,267 | — | $56,267 |
| THE BENECON GROUP | Investment Advisor | $24,895 | — | $24,895 |
| CONNECTCARE3 | Other Service Provider | $8,644 | — | $8,644 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,806
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 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |