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Original filing (PDF)20250825172020NAL0003988931001
JAMA SOFTWARE, INC.
Form 5500
FILING_RECEIVED
JAMA SOFTWARE, INC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
191
Accounts w/ balance
312
Plan assets (EOY)
$30.2M
Net assets (EOY)
$30.2M
How this plan invests
This plan
22 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 JAMA SOFTWARE, INC..
Plan sponsor
Name
JAMA SOFTWARE, INC.
EIN
20-8580887
Address
135 SW TAYLOR STREET · SUITE 200 · PORTLAND, OR · 97204
Phone
(971) 930-1566
Industry
Information / Tech / Mediasee 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
2025-08-25
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
KBF CPAS - AUDIT, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHAREBUILDER ADVISOR LLC | — | SEATTLE, WA | NONE | $99K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $4K | — |
Investments
22 direct securities· $30.1M(99% of reported assets)
Uncategorized
$29.2M
21 holdings
Real Estate
$851K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Growth ETF Schwab 0 | — | — | — | $6.5M | 21.6% | |
| Vanguard Value Index ETF Vanguard 0 | — | — | — | $3.5M | 11.4% | |
| Vanguard Mid Cap Index ETF Vanguard 0 | — | — | — | $3.4M | 11.3% | |
| SPDR Index Ptf Devel World ex-US ETF SPDR 0 | — | — | — | $3.2M | 10.5% | |
| Schwab U.S. Small-Cap ETF Schwab 0 | — | — | — | $3.2M | 10.4% | |
| Vanguard S&P 500 ETF Vanguard 0 | — | — | — | $3.0M | 9.8% | |
| Vanguard Total Bond Market ETF Vanguard 0 | — | — | — | $2.2M | 7.4% | |
| SPDR S&P Emerging Markets ETF SPDR 0 | — | — | — | $1.5M | 4.8% | |
| iShares 0-5 Year TIPS Bond ETF iShares 0 | — | — | — | $1.1M | 3.7% | |
| Select Sector SPDR ETF Real Estate 0 | Real Estate | — | — | $851K | 2.8% | |
| Schwab Short-Term U.S. Treasury ETF Schwab 0 | — | — | — | $677K | 2.2% | |
| Invesco QQQ Trust Invesco 0 | — | — | — | $407K | 1.3% | |
| SPDR S&P 500 Fossil Fuel Res Free ETF SPDR 0 | — | — | — | $158K | 0.5% | |
| Schwab US Dividend Equity ETF Schwab 0 | — | — | — | $139K | 0.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $121K | 0.4% | |
| SPDR Dow Jones Industrial Average ETF SPDR 0 | — | — | — | $64K | 0.2% | |
| Aberdeen Standard Gold ETF Trust Aberdeen 0 | — | — | — | $43K | 0.1% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $28K | <0.1% | |
| iShares Core Intl Aggregate Bond ETF iShares 0 | — | — | — | $24K | <0.1% | |
| Vanguard Interm-Term Treas Index ETF Vanguard 0 | — | — | — | $18K | <0.1% | |
| iShares ESG MSCI KLD 400 ETF iShares 0 | — | — | — | $11K | <0.1% | |
| Vanguard Emerging Markets Govt Bond ETF Vanguard 0 | — | — | — | $8K | <0.1% |
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