# Software Solutions Integrated, LLC 401(k) Plan
Source: https://planprovider.pro/companies/software-solutions-integrated-llc-401k-plan

> Software Solutions Integrated, LLC's 401(k) plan: 178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Software Solutions Integrated, LLC

- **Sponsor EIN:** 371366714

- **Sponsor Address:** 140 E. SOUTH 1ST STREET, SHELBYVILLE, IL, 62565

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

- **Total Participants:** 178

- **Total Assets:** $22.2M

## 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|178|$22.2M|$606,949|$1.4M|

| 2023|161|$17.8M|$539,738|$1.2M|

| 2022|148|$14.1M|$454,946|$1.0M|

## 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|

| INVESTMENT PLANNERS INC|INVESTMENT ADVISOR|$43,161|—|$43,161|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $43,161

- **Estimated Expense Ratio:** 0.195% of plan assets

### 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|$44,581|—|$44,581|—|—|

| 2023|$35,352|—|$35,352|—|—|

| 2022|$2,233|—|$2,233|—|—|

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