Plan Snapshot
- Plan Sponsor: Softerware, INC.
- Sponsor EIN: 232212753
- Sponsor Address: 601 OFFICE CENTER DRIVE, SUITE 200, FORT WASHINGTON, PA, 19034
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $36.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2024 | 150 | $36.5M | $467,424 | $1.4M |
| 2023 | 150 | $30.7M | $431,718 | $1.3M |
| 2022 | 133 | $27.7M | $398,590 | $1.2M |
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 |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — Auditor
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 | $7,108 | — | — | — | — |
| 2023 | $6,030 | — | — | — | — |
| 2022 | $8,123 | $8,123 | — | — | — |