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Original filing (PDF)20251014134556NAL0004126352001
SOFTWARE SPECIALISTS, INC.
Form 5500
FILING_RECEIVED
SOFTWARE SPECIALISTS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
300
Accounts w/ balance
161
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 54% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOFTWARE SPECIALISTS, INC..
Plan sponsor
Name
SOFTWARE SPECIALISTS, INC.
EIN
25-1643937
Address
401 SMITH DRIVE · SUITE 200 · CRANBERRY TOWNSHIP, PA · 16066
Phone
(724) 933-6100
Industry
Custom Computer Programming· 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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HERBEIN + COMPANY, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI | 85-0833363 | — | RECORDKEEPER | $17K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST SAVINGS BANK | 26-3901659 | — | TRUSTEE, UNRELATED | $27K | — |
Investments
25 direct securities · 1 pooled fund· $11.6M(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
$8.7M
25 holdings
Common Collective Trust
$2.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RETIREMENT DATE TRUST AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.9M | 32.4% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $1.7M | 19.0% | |
| American Century One Choice 2045 Trust Collective Fund | — | — | — | $1.3M | 14.2% | |
| T. Rowe Price Blue Chip Growth Mutual Fund | — | — | — | $1.1M | 12.6% | |
| American Century One Choice 2035 Trust Collective Fund | — | — | — | $554K | 6.3% | |
| Diamond Hill Large Cap Y Mutual Fund | — | — | — | $463K | 5.2% | |
| Vanguard Total Stock Mkt Idx Adm Mutual Fund | — | — | — | $391K | 4.4% | |
| Federated Hermes Total Return Bond IS Mutual Fund | — | — | — | $335K | 3.8% | |
| American Century One Choice 2025 Trust Collective Fund | — | — | — | $295K | 3.3% | |
| T. Rowe Price Blue Chip Mutual Fund | — | — | — | $271K | 3.1% | |
| Federated Hermes Prime Cash Oblig WS Money Market | — | — | — | $246K | 2.8% | |
| MFS Mid Cap Growth R6 Mutual Fund | — | — | — | $238K | 2.7% | |
| Harding Loevner International Eq Instl Mutual Fund | — | — | — | $230K | 2.6% | |
| JPMorgan Emerging Markets Equity Fund CI L Mutual Fund | — | — | — | $197K | 2.2% | |
| DFA International Core Equity Mutual Fund | — | — | — | $195K | 2.2% | |
| American Century One Choice 2040 Trust Collective Fund | — | — | — | $179K | 2.0% | |
| with maturities through 2037 -0- | — | — | — | $150K | 1.7% | |
| Undiscovered Managers Behavioral Val L Mutual Fund | — | — | — | $147K | 1.7% | |
| American Century One Choice 2030 Trust Collective Fund | — | — | — | $142K | 1.6% | |
| American Century One Choice 2055 Trust Collective Fund | — | — | — | $141K | 1.6% | |
| American Century One Choice 2050 Trust Collective Fund | — | — | — | $137K | 1.6% | |
| Victory Sycamore Established Value R6 Mutual Fund | — | — | — | $96K | 1.1% | |
| Vanguard Short-Term Investment-Grade Adm Mutual Fund | — | — | — | $89K | 1.0% | |
| American Century One Choice 2065 Trust Collective Fund | — | — | — | $69K | 0.8% | |
| American Century One Choice In Retirement Trust Collective Fund | — | — | — | $44K | 0.5% | |
| American Century One Choice 2060 Trust Collective Fund | — | — | — | $43K | 0.5% |
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