# Ss&C Technologies, INC 401(k) Plan
Source: https://planprovider.pro/companies/ss-c-technologies-inc-401k-plan

> Ss&C Technologies, INC's 401(k) plan: 11,166 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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