Back to filter
Original filing (PDF)20250718161107NAL0003009920001
UNIT4 BUSINESS SOFTWARE, INC.
Form 5500
FILING_RECEIVED
UNIT4 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
100
Accounts w/ balance
177
Plan assets (EOY)
$13.2M
Net assets (EOY)
$13.2M
How this plan invests
This plan
1 pooled trust
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIT4 BUSINESS SOFTWARE, INC..
Plan sponsor
Name
UNIT4 BUSINESS SOFTWARE, INC.
EIN
04-3461317
Address
900 LINTON BLVD, · SUITE 201B · DELRAY BEACH, FL · 33444
Phone
(250) 704-4456
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-18
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TAWNEY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | INVESTMENT ADVISOR | $25K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $19K | — |
Investments
39 direct securities · 1 pooled fund· $13.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$12.9M
38 holdings
Common Collective Trust
$130K
1 holding
Mutual Funds
$128K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fd 9,717 shares | — | — | $10K | $2.0M | 15.1% | |
| JHancock MMngr 2040 Lftm R6 124,676 shares | — | — | $125K | $1.3M | 10.0% | |
| JHancock MMngr 2030 Lftm R6 123,513 shares | — | — | $124K | $1.2M | 9.1% | |
| JHancock MMngr 2045 Lftm R6 93,295 shares | — | — | $93K | $978K | 7.4% | |
| Vanguard US Growth Fd Adm Sh 5,185 shares | — | — | $5K | $959K | 7.3% | |
| T. Rowe Price Sci and Tech I 14,046 shares | — | — | $14K | $728K | 5.5% | |
| JHancock MMngr 2035 Lftm R6 61,113 shares | — | — | $61K | $623K | 4.7% | |
| JHancock MMngr 2050 Lftm R6 41,735 shares | — | — | $42K | $518K | 3.9% | |
| JHancock MMngr 2055 Lftm R6 41,465 shares | — | — | $41K | $498K | 3.8% | |
| Vanguard LifeStrat Growth Inv 10,496 shares | — | — | $10K | $464K | 3.5% | |
| Vanguard Inf-Prot Secs Admiral 19,351 shares | — | — | $19K | $436K | 3.3% | |
| JHancock MMngr 2025 Lftm R6 43,491 shares | — | — | $43K | $391K | 3.0% | |
| Vanguard Sm Cap Val Ind 3,134 shares | — | — | $3K | $267K | 2.0% | |
| JPMorgan US Govt MMkt Cap CI 260,393 shares | — | — | $260K | $260K | 2.0% | |
| Janus Henderson Enterprise 1,607 shares | — | — | $2K | $231K | 1.8% | |
| American New World Fund R6 2,823 shares | — | — | $3K | $217K | 1.7% | |
| JHancock MMngr 2060 Lftm R6 15,246 shares | — | — | $15K | $208K | 1.6% | |
| American Mutual Fund R6 3,685 shares | — | — | $4K | $203K | 1.5% | |
| American New Perspective R6 2,968 shares | — | — | $3K | $184K | 1.4% | |
| T. Rowe Price Cap Apprec I 4,964 shares | — | — | $5K | $172K | 1.3% | |
| Fidelity Sm Cap Index Fund 5,515 shares | — | — | $6K | $153K | 1.2% | |
| Victory Syca Est Value R6 2,840 shares | — | — | $3K | $131K | 1.0% | |
| JOHN HANCOCK STABLE VALUE FUND R6 GLOBAL TRUST COMPANY-JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | $130K | $130K | 1.0% | |
| Fidelity US Bond Index 12,511 shares | Mutual Funds | — | $13K | $128K | 1.0% | |
| JH Investment Grade Bd Fd 14,290 shares | — | — | $14K | $128K | 1.0% | |
| Vanguard Health Care Fund Adm 1,579 shares | — | — | $2K | $121K | 0.9% | |
| Fidelity Mid Cap Index Fund 2,656 shares | — | — | $3K | $90K | 0.7% | |
| Vanguard Real Estate Index Adm 707 shares | — | — | — | $89K | 0.7% | |
| American EuroPacific Growth R6 1,550 shares | — | — | $2K | $83K | 0.6% | |
| Fidelity International Idx Fd 1,731 shares | — | — | $2K | $82K | 0.6% | |
| PGIM High Yield R6 11,948 shares | — | — | $12K | $57K | 0.4% | |
| Participant Loans Interest rate 10.00% to 10.50% | — | — | — | $45K | 0.3% | |
| Vanguard LifeStrat Inc Inv Sh 2,870 shares | — | — | $3K | $43K | 0.3% | |
| PGIM Global Tot Ret R6 3,173 shares | — | — | $3K | $16K | 0.1% | |
| American Cap Income Builder R6 112 shares | — | — | — | $8K | <0.1% | |
| PIMCO Income Fund Inst 632 shares | — | — | — | $7K | <0.1% | |
| American Small Cap World R6 93 shares | — | — | — | $7K | <0.1% | |
| JHancock MMngr 2020 Lftm R6 549 shares | — | — | — | $4K | <0.1% | |
| Vanguard LifeStrat Cons Gr Inv 203 shares | — | — | — | $4K | <0.1% | |
| Vanguard LifeStrat Mod Grw I 123 shares | — | — | — | $4K | <0.1% |