How big is Theoris Software's plan?

Theoris Software's plan reported $1.8M in assets and 9 participants for 2024.

Original filing (PDF)20251015090301NAL0005742656001

Theoris Software

Name: Theoris Software — Theoris Software 401(k) Plan, Form 5500 (2024)
Creator: Theoris Software
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Theoris Software 401(k) Plan

401(k) retirement plan · Theoris Software's Theoris Software 401(k) Plan held $1.8M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Theoris Software's EIN is 20-3778391.

EIN 20-3778391

Plan number 001

Plan year 2024

ACK ID 20251015090301NAL0005742656001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Theoris Software from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Theoris Software's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THEORIS SOFTWARE.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

THEORIS SOFTWARE

EIN

all filings

Address

8888 KEYSTONE CROSSING #1550 · INDIANAPOLIS, IN · 46240

Phone

(888) 847-3933

Industry

Professional & Technical Services

Plan administrator