Back to filter
Original filing (PDF)20251015094458NAL0002187139001
SOFTWARE GALAXY SYSTEMS LLC
Form 5500
FILING_RECEIVED
SOFTWARE GALAXY SYSTEMS LLC 401K PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
630
Accounts w/ balance
149
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
How this plan invests
This plan
6 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 24% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (22 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOFTWARE GALAXY SYSTEMS LLC.
Plan sponsor
Name
SOFTWARE GALAXY SYSTEMS LLC
EIN
22-3520739
Address
211 COLLEGE RD E · STE 306 · PRINCETON, NJ · 08540
Phone
(609) 919-1133
Industry
Admin Support & Waste Mgmtsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RAM ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
22 direct securities · 6 pooled funds· $3.1M(99% 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.
Registered Investment Companies
$2.4M
22 holdings
Common Collective Trust
$753K
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $393K | 12.4% | |
| ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $348K | 11.0% | |
| JPMORGAN US EQUITY - A | Registered Investment Companies | — | — | $265K | 8.3% | |
| AMERCENT ONE CHOICE 2035 A | Registered Investment Companies | — | — | $241K | 7.6% | |
| AMERCENT ONE CHOICE RETIRE A | Registered Investment Companies | — | — | $238K | 7.5% | |
| AMERCENT ONE CHOICE 2055 A | Registered Investment Companies | — | — | $214K | 6.7% | |
| AMERCENT ONE CHOICE 2050 A | Registered Investment Companies | — | — | $157K | 4.9% | |
| AMERCENT ONE CHOICE 2025 A | Registered Investment Companies | — | — | $155K | 4.9% | |
| INVESCO COMSTOCK A | Registered Investment Companies | — | — | $142K | 4.5% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $139K | 4.4% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $138K | 4.3% | |
| AMERCENT ONE CHOICE 2040 A | Registered Investment Companies | — | — | $131K | 4.1% | |
| AMERCENT ONE CHOICE 2030 A | Registered Investment Companies | — | — | $109K | 3.4% | |
| AMERCENT ONE CHOICE 2045 A | Registered Investment Companies | — | — | $96K | 3.0% | |
| PGIM HIGH YIELD - A | Registered Investment Companies | — | — | $69K | 2.2% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $53K | 1.7% | |
| INVESCO SMALL CAP EQUITY - A | Registered Investment Companies | — | — | $47K | 1.5% | |
| PGIM JENN NATURAL RESOURCES A | Registered Investment Companies | — | — | $31K | 1.0% | |
| MACQUARIE SMALL CAP VALUE - A | Registered Investment Companies | — | — | $26K | 0.8% | |
| CARILLON EAGLE SMCAP GROWTH A | Registered Investment Companies | — | — | $23K | 0.7% | |
| AC STRAT ALLOC MOD FUND - A | Registered Investment Companies | — | — | $23K | 0.7% | |
| PIMCO TOTAL RETURN FUND - A | Registered Investment Companies | — | — | $22K | 0.7% | |
| NEUBERGER BERMAN REAL EST A | Registered Investment Companies | — | — | $21K | 0.7% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $18K | 0.6% | |
| MFS RESEARCH INTL - R2 | Registered Investment Companies | — | — | $14K | 0.4% | |
| STATE ST US BD IDX SL VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 362 | Common Collective Trust | — | — | $12K | 0.4% | |
| PIMCO REAL RETURN FUND - A | Registered Investment Companies | — | — | $12K | 0.4% | |
| VIRTUS SGA EMERGING MKTS EQ A | Registered Investment Companies | — | — | $6K | 0.2% |
Related plans
Other plans using ADP, INC.
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
$20.4B · 343,794 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
$12.7B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
$11.5B · 56,128 participants
Similar-size Admin Support & Waste Mgmt plans
SINGLEPOINT OUTSOURCING, INC.
SINGLEPOINT OUTSOURCING, INC. 401(K) PLAN
$3.2M · 33 participants
HIRE DEMAND, LLC
HIRE DEMAND, LLC 401(K) PLAN
$3.2M · 3 participants
FOCUS SEARCH GROUP, LLC
FOCUS SEARCH GROUP 401(K) PLAN
$3.2M · 61 participants
DILLIGAS CORP. DBA U.S. GOT PEOPLE
U.S. GOT PEOPLE RETIREMENT PLAN
$3.2M · 280 participants
INDEPENDENT WINDOW REPAIR, INC.
INDEPENDENT WINDOW REPAIR, INC. 401(K) AND PROFIT SHARING PLAN
$3.2M · 34 participants
AVANTI STAFFING, INC.
AVANTI STAFFING, INC. 401(K) PLAN
$3.2M · 6 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants