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Original filing (PDF)20251014074412NAL0004976866001
SOFTERWARE, INC.
Form 5500
FILING_RECEIVED
SOFTERWARE, INC. 401(K) PROFIT SHARING PLAN AND TR
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
150
Accounts w/ balance
186
Plan assets (EOY)
$36.5M
Net assets (EOY)
$36.5M
How this plan invests
This plan
34 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.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOFTERWARE, INC..
Plan sponsor
Name
SOFTERWARE, INC.
EIN
23-2212753
Address
601 OFFICE CENTER DRIVE, SUITE 200 · FORT WASHINGTON, PA · 19034
Phone
(215) 648-4406
Industry
Professional & Technical Servicessee 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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $7K | — |
Investments
34 direct securities· $36.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Fund | — | — | — | $4.6M | 12.5% | |
| Vanguard Growth Index Admiral | — | — | — | $3.3M | 9.1% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $2.9M | 8.0% | |
| Vanguard Wellington Admiral Shares Fund | — | — | — | $2.4M | 6.6% | |
| Vanguard Target Retirement 2065 Fund 382 Vanguard Total Stock Market Index Admiral Fund | — | — | — | $2.4M | 6.5% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.8M | 4.8% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $1.7M | 4.7% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.6M | 4.3% | |
| Admiral Vanguard Bond Index Fund Inc. Interim-Term | — | — | — | $1.5M | 4.0% | |
| Admiral Vanguard European Stock Index Admiral Fund | — | — | — | $1.4M | 3.8% | |
| Vanguard Windsor II Admiral Shares Fund | — | — | — | $1.3M | 3.7% | |
| Vanguard Long-Term Treasury Admiral | — | — | — | $1.3M | 3.5% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $1.2M | 3.4% | |
| Vanguard Index Trust Mid-Cap Admiral Shares | — | — | — | $1.1M | 3.1% | |
| Vanguard Small Cap Index Admiral Fund | — | — | — | $1.1M | 3.0% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $792K | 2.2% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $748K | 2.0% | |
| Fund Fidelity International Index | — | — | — | $674K | 1.8% | |
| MFS International Diversified Income R6 | — | — | — | $540K | 1.5% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $520K | 1.4% | |
| Vanguard Global Equity Fund | — | — | — | $469K | 1.3% | |
| Vanguard Cash Reserves Federal Money Market | — | — | — | $466K | 1.3% | |
| Fidelity Advisor Small Cap Growth Z | — | — | — | $436K | 1.2% | |
| Fund Vanguard Inflation Protected Sec Fund | — | — | — | $436K | 1.2% | |
| Janus Henderson Enterprise Fund Cl 1 | — | — | — | $392K | 1.1% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $328K | 0.9% | |
| Notes receivable from Interest rates from 4.25% to 9.50% | — | — | — | $299K | 0.8% | |
| Touchstone Mid Cap Y | — | — | — | $204K | 0.6% | |
| Vanguard FTSE Social Indeed Admiral | — | — | — | $190K | 0.5% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $139K | 0.4% | |
| Vanguard Target Retirement Income Fund | — | — | — | $137K | 0.4% | |
| AFS Fundamental Invs R6 2 Allspring Special Mid Cap Value Fund R6 | — | — | — | $98K | 0.3% | |
| Federated Hermes Institutional High Yield Bond | — | — | — | $77K | 0.2% | |
| JP Morgan Small Cap Equity R6 | — | — | — | $55K | 0.1% |
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