What public Form 5500 filings show about the Softerware, Inc. 401(k) plan — and how to find and check your own account.
Softerware, Inc. (EIN 23-2212753) reports SOFTERWARE, INC. 401(K) PROFIT SHARING PLAN AND TR on its most recent Form 5500, with $36.5M in plan assets across 150 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Softerware, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Alerus, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Softerware, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): INDEPENDENCE ADMINISTRATORS IA, ENGLE-HAMBRIGHT & DAVIES EHD, BENECON GROUP.