What public Form 5500 filings show about the Trapeze Software Group, Inc. 401(k) plan — and how to find and check your own account.
Trapeze Software Group, Inc. (EIN 98-0358175) reports CONSTELLATION SOFTWARE (U.S.A.) INC. RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $1.4B in plan assets across 12,026 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 Trapeze Software 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 Voya, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Trapeze Software Group, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ANGELL PENSION GROUP, MORGAN STANLEY, MORNINGSTAR INVESTMENT MANAGEMENT, CARON & BLETZER, VOYA RETIREMENT ADVISORS.
