# Sopheon Corporation 401(k) Plan
Source: https://planprovider.pro/companies/sopheon-corporation-401k-plan

> Sopheon Corporation's 401(k) plan: 86 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sopheon Corporation

- **Sponsor EIN:** 411967943

- **Sponsor Address:** 7900 INTERNATIONAL DRIVE, BLOOMINGTON, MN, 554252434

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

- **Total Participants:** 86

- **Total Assets:** $21.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|86|$21.3M|$352,992|$1.4M|

| 2023|106|$21.4M|$498,592|$1.5M|

| 2022|113|$18.3M|$346,708|$1.3M|

## 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|

| CBIZ CPAS P.C|Auditor|—|—|$0|

## 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|$85,177|$32,821|$52,356|—|—|

| 2023|$79,221|$33,996|$45,225|—|—|

| 2022|$78,532|$33,996|$44,536|—|—|

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