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Original filing (PDF)20251223132331NAL0011124849001
PRECISE SOFTWARE SOLUTIONS
Form 5500
FILING_RECEIVED
PRECISE SOFTWARE SOLUTIONS INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.2 mo
Active participants
160
Accounts w/ balance
177
Plan assets (EOY)
$16.4M
Net assets (EOY)
$16.4M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
99
/ 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
95
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.2 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRECISE SOFTWARE SOLUTIONS.
Plan sponsor
Name
PRECISE SOFTWARE SOLUTIONS
DBA
PRECISE SOFTWARE SOLUTIONS
EIN
06-1692722
Address
1101 WOOTTON PKWY STE 1000 · ROCKVILLE, MD · 208521084
Phone
(301) 340-1418
Industry
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
2025-12-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLENLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC | 13-3036745 | — | RECORD KEEPER | $21K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES, LLC | 22-3570392 | — | INVESTMENT/FINANCIAL ADVI | $23K | — |
Investments
26 direct securities· $16.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $3.3M | 20.1% | |
| FIDELITY BLUE CHIP GROWTH K6 | Registered Investment Companies | — | — | $2.2M | 13.5% | |
| FIDELITY FREEDOM 2040 FUND K6 | Registered Investment Companies | — | — | $2.2M | 13.4% | |
| FIDELITY FREEDOM 2030 FUND K6 | Registered Investment Companies | — | — | $1.3M | 7.8% | |
| FIDELITY FREEDOM 2035 FUNDK6 | Registered Investment Companies | — | — | $1.1M | 7.0% | |
| FIDELITY FREEDOM 2045 FUND K6 | Registered Investment Companies | — | — | $1.1M | 6.5% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $972K | 5.9% | |
| FIDELITY FREEDOM 2050 FUND K6 | Registered Investment Companies | — | — | $966K | 5.9% | |
| FIDELITY FREEDOM 2055 FUND K6 | Registered Investment Companies | — | — | $497K | 3.0% | |
| FIDELITY ADVISOR TOTAL BOND I | Registered Investment Companies | — | — | $434K | 2.6% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $396K | 2.4% | |
| FIDELITY FREEDOM 2025 FUND K6 | Registered Investment Companies | — | — | $319K | 1.9% | |
| FIDELITY SMALL CAP GROWTH K6 | Registered Investment Companies | — | — | $279K | 1.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $254K | 1.5% | |
| PGIM JENNISON MID CAP GR R6 | Registered Investment Companies | — | — | $167K | 1.0% | |
| FIDELITY FREEDOM 2060 FUND K6 | Registered Investment Companies | — | — | $158K | 1.0% | |
| FIDELITY FREEDOM 2065 FUND K6 | Registered Investment Companies | — | — | $124K | 0.8% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $117K | 0.7% | |
| VANGUARD WINDSOR FUND ADMIRAL | Registered Investment Companies | — | — | $102K | 0.6% | |
| FID INTL CAP APPRECIATION K6 | Registered Investment Companies | — | — | $74K | 0.5% | |
| FIDELITY FREEDOM 2020 FUND K6 | Registered Investment Companies | — | — | $68K | 0.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $57K | 0.3% | |
| THORNBURG STRATEGIC INCOME R5 | Registered Investment Companies | — | — | $53K | 0.3% | |
| COHEN & STEERS REAL EST SEC A | Registered Investment Companies | — | — | $32K | 0.2% | |
| FIDELITY FREEDOM 2015 FUND K6 | Registered Investment Companies | — | — | $19K | 0.1% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $16K | <0.1% |
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