Plan Snapshot
- Plan Sponsor: Softserve, INC.
- Sponsor EIN: 030387060
- Sponsor Address: 12800 UNIVERSITY DRIVE, SUITE 410, FORT MYERS, FL, 33907
- Plan Type: 401(k)
- Total Participants: 285
- Total Assets: $25.9M
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 | 285 | $25.9M | $835,455 | $3.7M |
| 2023 | 264 | $15.8M | $806,616 | $2.9M |
| 2022 | 253 | $9.9M | $640,633 | $2.4M |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS — 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 | $85,503 | $16,670 | — | — | — |
| 2023 | $61,891 | $9,217 | — | $3,000 | — |
| 2022 | $44,440 | $4,989 | — | — | — |