TRAPEZE SOFTWARE GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the TRAPEZE SOFTWARE GROUP, INC. 401(k) plan — and how to find and check your own account.
The TRAPEZE SOFTWARE GROUP, INC. 401(k) on its latest Form 5500
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.
Who runs the TRAPEZE SOFTWARE GROUP, INC. 401(k)?
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.
How to check your TRAPEZE SOFTWARE GROUP, INC. 401(k)
- Log in to Voya’s participant portal (the site on your statements).
- Ask TRAPEZE SOFTWARE GROUP, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).