# Softheon, INC. 401(k) Plan
Source: https://planprovider.pro/companies/softheon-inc-plan-002

> Softheon, INC.'s 401(k) plan: 244 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Softheon, INC.

- **Sponsor EIN:** 113580784

- **Sponsor Address:** CEWIT STONY BROOK RESEARCH PK, STONY BROOK, NY, 11794

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

- **Total Participants:** 244

- **Total Assets:** $20.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|244|$20.1M|$1.6M|$2.8M|

| 2023|239|$14.2M|$1.3M|$2.4M|

| 2022|205|$9.1M|$1.0M|$1.8M|

## 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|

| SCHNEIDER DOWNS & CO., INC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SCHNEIDER DOWNS & CO., INC.](https://planprovider.pro/provider/schneider-downs-and-co-inc) — 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|$54,685|—|$54,685|—|—|

| 2023|$36,240|—|$36,240|—|—|

| 2022|$24,371|—|$24,371|—|—|

## Similar Plans

- [Community Computer Service, INC.](https://planprovider.pro/companies/community-computer-service-inc-401k-plan) — 243 participants

- [First Mile Group, INC.](https://planprovider.pro/companies/first-mile-group-inc-401k-plan) — 237 participants

- [Earned Visibility, INC.](https://planprovider.pro/companies/earned-visibility-inc-401k-plan) — 236 participants

- [Endava INC.](https://planprovider.pro/companies/endava-inc-401k-plan) — 255 participants

- [Noodle Partners, Pbc (Dba Noodle)](https://planprovider.pro/companies/noodle-partners-inc-dba-noodle-401k-plan) — 260 participants

- [Capital Integration Systems LLC](https://planprovider.pro/companies/capital-integration-systems-llc-401k-plan) — 262 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/softheon-inc-plan-002)

© 2026 PlanProvider.Pro