Plan Snapshot
- Plan Sponsor: Ss&C Technologies, INC
- Sponsor EIN: 061169696
- Sponsor Address: 80 LAMBERTON RD, WINDSOR, CT, 06095
- Plan Type: 401(k)
- Total Participants: 11,166
- Total Assets: $1.8B
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 | 11,166 | $1.8B | $58.8M | $121.9M |
| 2023 | 10,947 | $1.5B | $58.6M | $117.8M |
| 2022 | 11,132 | $1.1B | $57.1M | $111.8M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | $26,250 | — | $26,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,250
- Estimated Expense Ratio: 0.001% 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 | $468,744 | $75,000 | $1,800 | $26,250 | — |
| 2023 | $653,102 | $56,250 | $4,500 | $22,550 | — |
| 2022 | $730,117 | — | — | — | — |