Plan Snapshot
- Plan Sponsor: Software One, INC.
- Sponsor EIN: 391501504
- Sponsor Address: 320 EAST BUFFALO STREET, SUITE 200, MILWAUKEE, WI, 53202
- Plan Type: 401(k)
- Total Participants: 396
- Total Assets: $51.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 396 | $51.0M | $2.1M | $5.2M |
| 2023 | 432 | $44.2M | $1.9M | $4.7M |
| 2022 | 374 | $33.3M | $1.8M | $4.4M |
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 |
|---|---|---|---|---|
| LUCIDA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUCIDA LLC — 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 | $159,868 | $74,538 | $17,387 | — | — |
| 2023 | $130,316 | $54,951 | $17,548 | — | — |
| 2022 | $142,279 | — | $142,279 | — | — |