What public Form 5500 filings show about the Software Technology Group, Inc. 401(k) plan — and how to find and check your own account.
Software Technology Group, Inc. (EIN 87-0560658) reports SOFTWARE TECHNOLOGY GROUP 401(K) PLAN on its most recent Form 5500, with $20.1M in plan assets across 170 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 Software Technology Group, 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 Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Software Technology Group, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TWIN PEAKS WEALTH MANAGEMENT, LARSON & CO, DWC 401 K EXPERST.
