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Original filing (PDF)20250930143534NAL0019547042001
PRECISELY SOFTWARE INCORPORATED
Form 5500
FILING_RECEIVED
PRECISELY SOFTWARE INCORPORATED 401(K) PLAN
401(k) retirement plan
Active participants
1,179
Accounts w/ balance
1,631
Plan assets (EOY)
$329.4M
Net assets (EOY)
$329.4M
How this plan invests
This plan
5 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRECISELY SOFTWARE INCORPORATED.
Plan sponsor
Name
PRECISELY SOFTWARE INCORPORATED
EIN
22-1854351
Address
1700 DISTRICT AVE STE 300 · BURLINGTON, MA · 01803
Phone
(201) 930-9700
Industry
Software Publishers· 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
2025-09-30
Pension benefit codes
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
2S · Automatic enrollment
3F · Sponsor used leased employees
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $85K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | 33-0818667 | — | INVESTMENT ADVISOR | $70K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $20K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | ACCOUNTANT/AUDITOR | $29K | — |
Investments
33 direct securities · 5 pooled funds· $340.9M(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
$320.1M
33 holdings
Common Collective Trust
$20.8M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INSTALLMENT INDEX Mutual fund | — | — | — | $39.9M | 12.1% | |
| FIDELITY CONTRAFUND K6 Mutual fund | — | — | — | $35.0M | 10.6% | |
| FIDELITY FREEDOM INDEX 2035 INSTL PREM Mutual fund | — | — | — | $26.7M | 8.1% | |
| FIDELITY FREEDOM INDEX 2030 INSTL PREM Mutual fund | — | — | — | $25.6M | 7.8% | |
| FIDELITY FREEDOM INDEX 2040 INSTL PREM Mutual fund | — | — | — | $21.1M | 6.4% | |
| VANGUARD GROWTH INDEX -ADMIRAL Mutual fund | — | — | — | $18.9M | 5.7% | |
| FIDELITY FREEDOM INDEX 2025 INSTL PREM Mutual fund | — | — | — | $16.7M | 5.1% | |
| Fidelity Self-Directed Brokerage Account Self-directed brokerage account | — | — | — | $16.5M | 5.0% | |
| Goldman Sachs Stable Value Institutional Series Class Collective trust fund | — | — | — | $13.5M | 4.1% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $13.5M | 4.1% | |
| FIDELITY FREEDOM INDEX 2045 INSTL PREM Mutual fund | — | — | — | $9.8M | 3.0% | |
| FIDELITY FREEDOM INDEX 2050 INSTL PREM Mutual fund | — | — | — | $9.4M | 2.8% | |
| VANGUARD MID CAP INDEX ADM Mutual fund | — | — | — | $8.3M | 2.5% | |
| VANGUARD SMALL CAP INDEX FUND - ADMIRAL Mutual fund | — | — | — | $8.1M | 2.5% | |
| DODGE & COX STOCK FUND Mutual fund | — | — | — | $8.0M | 2.4% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 Mutual fund | — | — | — | $7.8M | 2.4% | |
| BAIRD CORE PLUS INST Mutual fund | — | — | — | $7.0M | 2.1% | |
| FIDELITY FREEDOM INDEX 2055 INSTL PREM Mutual fund | — | — | — | $6.8M | 2.1% | |
| FIDELITY CAPITAL & INCOME Mutual fund | — | — | — | $5.8M | 1.8% | |
| EAGLE MID CAP GR F ALTA TRUST COMPANY · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $5.6M | 1.7% | |
| VANGUARD VALUE INDEX - ADMIRAL Mutual fund | — | — | — | $4.6M | 1.4% | |
| FIDELITY LOW PRICED STOCK Mutual fund | — | — | — | $4.0M | 1.2% | |
| VANGUARD MID-CAP GROWTH INDEX ADMIRAL Mutual fund | — | — | — | $3.2M | 1.0% | |
| AMERICAN FUNDS NEW WORLD R6 Mutual fund | — | — | — | $3.2M | 1.0% | |
| FIDELITY FREEDOM INDEX INC INSTL PREM Mutual fund | — | — | — | $2.6M | 0.8% | |
| VANGUARD SMALL CAP GROWTH INDEX ADMIRAL Mutual fund | — | — | — | $2.5M | 0.8% | |
| VANGUARD MID-CAP VALUE INDEX ADMIRAL Mutual fund | — | — | — | $2.3M | 0.7% | |
| FIDELITY FREEDOM INDEX 2060 INSTL PREM Mutual fund | — | — | — | $2.3M | 0.7% | |
| FIDELITY FREEDOM INDEX 2020 INSTL PREM Mutual fund | — | — | — | $2.2M | 0.7% | |
| VANGUARD SMALL CAP VALUE INDEX ADMIRAL Mutual fund | — | — | — | $2.2M | 0.7% | |
| VANGUARD TOTAL BD MARKET ADMIRAL Mutual fund | — | — | — | $2.0M | 0.6% | |
| VANGUARD TOTAL INST STOCK ADMIRAL Mutual fund | — | — | — | $1.9M | 0.6% | |
| SMALL CAP GROWTH S GREAT GRAY TRUST COMPANY, LLC · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $1.7M | 0.5% | |
| AMERICAN CENTURY SMALL CAP VALUE R6 Mutual fund | — | — | — | $1.0M | 0.3% | |
| FIDELITY FREEDOM INDEX 2065 INSTL PRM Mutual fund | — | — | — | $950K | 0.3% | |
| FIDELITY GOVERNMENT MONEY MARKET FUND CLASS K6 Mutual fund | — | — | — | $177K | <0.1% | |
| MM TOTAL RET BOND S MASSMUTUAL TOTAL RETURN BOND CIT · EIN 38-7289866 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| CB SMALL CAP GROWTH GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $0 | <0.1% |
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