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Original filing (PDF)20230209074421NAL0036236880001
APTERA SOFTWARE, INC.
Form 5500
FILING_RECEIVED
APTERA SOFTWARE INC. 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
32 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APTERA SOFTWARE, INC..
Plan sponsor
Name
APTERA SOFTWARE, INC.
EIN
01-0767992
Address
113 W. BERRY STREET · FORT WAYNE, IN · 46802
Phone
(260) 969-1410
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-04-30
Filed
2023-02-09
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BADEN GAGE & SCHROEDER LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 34-1542819 | — | SERVICE PROVIDER | $0 | — |
Investments
32 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AB GLOBAL BOND FUND Z VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VOYA INDEX SOLUTION 2040 P Z VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| AB LARGE CAP GRW FND Z VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| AMER BCN SMALL CAP VALUE R5 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS AM BALANCED R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS CAP WLD G&I R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS NEW WORLD R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS WASH MTUAL R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| AB HIGH INCOME FUND Z VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| DFA GLOBAL REAL EST SEC PT INS VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| EATON VANCE-ATL CP SMIDCP F R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| INV OPP INTL GROWTH R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| JPMORGAN US EQUITY FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| MFS RESEARCH INTL FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| MFS TECHNOLOGY FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| PGIM QMA MID-CAP VALUE FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| PIONEER BOND FUND K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| PIONEER STRATEGIC INCOME FND K VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VANGRD 500 INDEX FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VANGRD INFO TECH INDX FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VANGRD MID-CAP INDEX FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VANGRD SMALL-CAP INDEX FND ADM VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VOYA FIXED ACCOUNT (4062) VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VOYA INDEX SOLUTION 2020 P Z VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VOYA INDEX SOLUTION 2035 P Z VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VOYA SMCP OPPORT PORT R6 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VOYA INDEX SOLUTION 2045 P Z VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VOYA INDEX SOLUTION 2050 P Z VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VOYA INDEX SOLUTION 2055 P Z VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VOYA INDEX SOLUTION 2060 P Z VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| VOYA INDEX SOLUTION INC P Z VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
| COLUMBIA BALANCED FUND I3 VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT · EIN 71-0294708 / PN 000 | Pooled Separate Account | $0 | — |
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