Back to filter
Original filing (PDF)20250827112947NAL0004997763001
POSIT SOFTWARE, PBC
Form 5500
FILING_RECEIVED
POSIT SOFTWARE 401(K) PLAN
401(k) retirement plan
Active participants
302
Accounts w/ balance
325
Plan assets (EOY)
$37.6M
Net assets (EOY)
$37.6M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
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 POSIT SOFTWARE, PBC.
Plan sponsor
Name
POSIT SOFTWARE, PBC
EIN
26-4457115
Address
250 NORTHERN AVENUE · SUITE 410 · BOSTON, MA · 02210
Phone
(617) 431-8032
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-08-27
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
Investments
30 direct securities· $37.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party Interest, Collateral, Par or Maturity Value Cost Current Value Mutual Funds * Fidelity 500 Index Fund N/R | — | — | — | $6.3M | 16.8% | |
| Fidelity Freedom Index 2055 Fund Institutional Premium Class N/R | — | — | — | $6.1M | 16.1% | |
| Fidelity Freedom Index 2045 Fund Institutional Premium Class N/R | — | — | — | $4.9M | 13.0% | |
| Fidelity Freedom Index 2050 Fund Institutional Premium Class N/R | — | — | — | $3.7M | 9.8% | |
| Fidelity Blue Chip Growth K6 Fund N/R | — | — | — | $3.1M | 8.1% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium Class N/R | — | — | — | $2.6M | 7.0% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class N/R | — | — | — | $1.9M | 5.0% | |
| Fidelity Mid Cap Index Fund N/R | — | — | — | $1.2M | 3.3% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class N/R | — | — | — | $1.0M | 2.7% | |
| Fidelity Small Cap Index Fund N/R | — | — | — | $779K | 2.1% | |
| Fidelity Freedom Index 2030 Fund Institutional Premium Class N/R | — | — | — | $705K | 1.9% | |
| Fidelity U.S. Sustainability Index Fund N/R | — | — | — | $686K | 1.8% | |
| Calvert US Large Cap Core Responsible Index Fund C N/R | — | — | — | $576K | 1.5% | |
| Fidelity Global ex U.S. Index Fund N/R | — | — | — | $559K | 1.5% | |
| American Funds American Funds American Mutual Fund Class R6 N/R | — | — | — | $476K | 1.3% | |
| Fidelity International Capital Appreciation K6 Fund N/R | — | — | — | $350K | 0.9% | |
| Fidelity U.S. Bond Index Fund N/R | — | — | — | $295K | 0.8% | |
| Fidelity Freedom Index 2025 Fund Institutional Premium Class N/R | — | — | — | $284K | 0.8% | |
| Fidelity Government Money Market Fund - K6 N/R | — | — | — | $259K | 0.7% | |
| RBC Emerging Markets Equity Fund Class R6 N/R | — | — | — | $250K | 0.7% | |
| Fidelity Total Bond K6 Fund N/R | — | — | — | $246K | 0.7% | |
| JPMorgan Government Bond Fund Class R6 N/R | — | — | — | $245K | 0.7% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class N/R | — | — | — | $193K | 0.5% | |
| Janus Henderson Janus Henderson Triton Fund Class N N/R | — | — | — | $191K | 0.5% | |
| Calvert International Responsible Index Fund Class N/R | — | — | — | $178K | 0.5% | |
| Participant Loans Notes Receivable from Participants, with interest rates $0 | — | — | — | $174K | 0.5% | |
| American Century American Century Mid Cap Value Fund R6 Class N/R | — | — | — | $167K | 0.4% | |
| MFS Mid Cap Growth Fund Class R6 N/R | — | — | — | $130K | 0.3% | |
| Allspring Special Small Cap Value Fund - Class R6 N/R | — | — | — | $91K | 0.2% | |
| Fidelity Inflation-Protected Bond Index Fund N/R | — | — | — | $45K | 0.1% |