Michael Scott signed Softerware, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Softerware, Inc.'s EIN is 23-2212753.
Download the official 2024 Form 5500 (PDF) for Softerware, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Softerware, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $4.6M | 12.5% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $3.3M | 9.1% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $2.9M | 8.0% | |
| Vanguard Wellington Admiral Shares Fund | Mutual Funds | — | — | $2.4M | 6.6% | |
| Vanguard Target Retirement 2065 Fund 382 Vanguard Total Stock Market Index Admiral Fund | Common Collective Trusts | — | — | $2.4M | 6.5% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.8M | 4.8% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.7M | 4.7% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.6M | 4.3% | |
| Admiral Vanguard Bond Index Fund Inc. Interim-Term | Common Collective Trusts | — | — | $1.5M | 4.0% | |
| Admiral Vanguard European Stock Index Admiral Fund | Mutual Funds | — | — | $1.4M | 3.8% | |
| Vanguard Windsor II Admiral Shares Fund | Mutual Funds | — | — | $1.3M | 3.7% | |
| Vanguard Long-Term Treasury Admiral | Mutual Funds | — | — | $1.3M | 3.5% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.2M | 3.4% | |
| Vanguard Index Trust Mid-Cap Admiral Shares | Common Collective Trusts | — | — | $1.1M | 3.1% | |
| Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $1.1M | 3.0% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $792K | 2.2% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $748K | 2.0% | |
| Fund Fidelity International Index | Mutual Funds | — | — | $674K | 1.8% | |
| MFS International Diversified Income R6 | Mutual Funds | — | — | $540K | 1.5% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $520K | 1.4% | |
| Vanguard Global Equity Fund | Mutual Funds | — | — | $469K | 1.3% | |
| Vanguard Cash Reserves Federal Money Market | Mutual Funds | — | — | $466K | 1.3% | |
| Fidelity Advisor Small Cap Growth Z | Mutual Funds | — | — | $436K | 1.2% | |
| Fund Vanguard Inflation Protected Sec Fund | Mutual Funds | — | — | $436K | 1.2% | |
| Janus Henderson Enterprise Fund Cl 1 | Mutual Funds | — | — | $392K | 1.1% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $328K | 0.9% | |
| Notes receivable from Interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $299K | 0.8% | |
| Touchstone Mid Cap Y | Other securities | — | — | $204K | 0.6% | |
| Vanguard FTSE Social Indeed Admiral | Mutual Funds | — | — | $190K | 0.5% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $139K | 0.4% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $137K | 0.4% | |
| AFS Fundamental Invs R6 2 Allspring Special Mid Cap Value Fund R6 | Other securities | — | — | $98K | 0.3% | |
| Federated Hermes Institutional High Yield Bond | Other securities | — | — | $77K | 0.2% | |
| JP Morgan Small Cap Equity R6 | Other securities | — | — | $55K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
