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Original filing (PDF)20250917113804NAL0000226163001
TRIPLESEAT SOFTWARE LLC
Form 5500
FILING_RECEIVED
TRIPLESEAT SOFTWARE LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
244
Accounts w/ balance
308
Plan assets (EOY)
$13.6M
Net assets (EOY)
$13.6M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 44 bps in Schedule C fees — 51% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIPLESEAT SOFTWARE LLC.
Plan sponsor
Name
TRIPLESEAT SOFTWARE LLC
EIN
26-2468417
Address
300 BAKER AVENUE · SUITE 160 · CONCORD, MA · 01742
Phone
(978) 617-0490
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
COMPASS 360, LLC
EIN
81-1939215
City
STRATHAM, NH
Phone
(603) 778-9920
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $33K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPASS 360, LLC | — | STRATHAM, NH | CONTRACT ADMIN | $27K | — |
Investments
28 direct securities· $13.4M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2055 Target Date Retire R6 " | — | — | — | $2.6M | 19.2% | |
| American Funds 2050 Target Date Retire R6 " | — | — | — | $2.2M | 15.8% | |
| American Funds 2035 Target Date Retire R6 " | — | — | — | $1.7M | 12.4% | |
| American Funds 2045 Target Date Retire R6 " | — | — | — | $1.7M | 12.3% | |
| American Funds 2060 Target Date Retire R6 " | — | — | — | $1.3M | 9.5% | |
| American Funds 2030 Target Date Retire R6 " | — | — | — | $990K | 7.3% | |
| Fidelity 500 Index " | — | — | — | $896K | 6.6% | |
| American Funds 2040 Target Date Retire R6 " | — | — | — | $659K | 4.8% | |
| Fidelity Mid Cap Index " | — | — | — | $227K | 1.7% | |
| T. Rowe Price Global Allocation I " ** 514 T. Rowe Price Blue Chip Growth I " | — | — | — | $211K | 1.5% | |
| Fidelity Small Cap Index " | — | — | — | $173K | 1.3% | |
| American Funds New Perspective R6 " | — | — | — | $120K | 0.9% | |
| Fidelity International Index " | — | — | — | $101K | 0.7% | |
| American Century Small Cap Value R6 " | — | — | — | $77K | 0.6% | |
| T. Rowe Price U.S. Equity Research I " | — | — | — | $73K | 0.5% | |
| Allspring Special Mid Cap Value R6 " | — | — | — | $63K | 0.5% | |
| American Funds 2025 Target Date Retire R6 " | — | — | — | $55K | 0.4% | |
| Black Rock Mid-Cap Growth Equity K " | — | — | — | $52K | 0.4% | |
| AB Small Cap Growth Z Mutual fund | — | — | — | $41K | 0.3% | |
| JPMorgan Equity Income R6 " | — | — | — | $39K | 0.3% | |
| JPMorgan Income R6 " | — | — | — | $38K | 0.3% | |
| American Funds Small Cap World R6 " | — | — | — | $38K | 0.3% | |
| JPMorgan Emerging Markets Equity R6 " | — | — | — | $32K | 0.2% | |
| Fidelity US Bond Index " | — | — | — | $26K | 0.2% | |
| MFS International Diversification R6 " | — | — | — | $21K | 0.2% | |
| MFS Mid Cap Growth R6 " | — | — | — | $6K | <0.1% | |
| JPMorgan Core Bond R6 " | — | — | — | $2K | <0.1% | |
| Federated Hermes Kaufmann Small Cap R6 " | — | — | — | $2K | <0.1% |
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