How big is Posit Software, PBC's plan?

Posit Software, PBC's plan reported $37.6M in assets and 302 participants for 2024.

Original filing (PDF)20250827112947NAL0004997763001

Posit Software, PBC

Name: Posit Software, PBC — Posit Software 401(k) Plan, Form 5500 (2024)
Creator: Posit Software, PBC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Posit Software 401(k) Plan

401(k) retirement plan · Posit Software, PBC's Posit Software 401(k) Plan held $37.6M in plan assets for 302 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Late participant contributions

Active participants

302

Accounts w/ balance

325

Plan assets (EOY)

$37.6M

Net assets (EOY)

$37.6M

People on this filing

Jessica Brennan signed Posit Software, PBC's 2024 Form 5500 as plan administrator.

Jessica Brennan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Posit Software, PBC's EIN is 26-4457115.

EIN 26-4457115

Plan number 001

Plan year 2024

ACK ID 20250827112947NAL0004997763001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Posit Software, PBC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Posit Software, PBC's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POSIT SOFTWARE, PBC.

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).

Helping the score

Below-peer total plan cost (89th percentile).

Plan sponsor

Name

POSIT SOFTWARE, PBC

EIN

all filings

Address

250 NORTHERN AVENUE · SUITE 410 · BOSTON, MA · 02210

Phone

(617) 431-8032

Industry

Software Publishers· Information / Tech / Media

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$7K	—

Investments

29 direct securities· $31.3M(83% of reported assets)

Mutual Funds

$26.0M

16 holdings

Common Collective Trusts

$4.4M

8 holdings

Other securities

$507K

3 holdings

U.S. Treasuries

$245K

1 holding

Participant loans

$174K

1 holding

					% of plan
Fidelity Freedom Index 2055 Fund Institutional Premium Class N/R	Mutual Funds	—	—	$6.1M	16.1%
Fidelity Freedom Index 2045 Fund Institutional Premium Class N/R	Mutual Funds	—	—	$4.9M	13.0%
Fidelity Freedom Index 2050 Fund Institutional Premium Class N/R	Mutual Funds	—	—	$3.7M	9.8%
Fidelity Blue Chip Growth K6 Fund N/R	Mutual Funds	—	—	$3.1M	8.1%
Fidelity Freedom Index 2040 Fund Institutional Premium Class N/R	Mutual Funds	—	—	$2.6M	7.0%
Fidelity Freedom Index 2060 Fund Institutional Premium Class N/R	Mutual Funds	—	—	$1.9M	5.0%
Fidelity Mid Cap Index Fund N/R	Common Collective Trusts	—	—	$1.2M	3.3%
Fidelity Freedom Index 2035 Fund Institutional Premium Class N/R	Mutual Funds	—	—	$1.0M	2.7%
Fidelity Small Cap Index Fund N/R	Common Collective Trusts	—	—	$779K	2.1%
Fidelity Freedom Index 2030 Fund Institutional Premium Class N/R	Mutual Funds	—	—	$705K	1.9%
Fidelity U.S. Sustainability Index Fund N/R	Common Collective Trusts	—	—	$686K	1.8%
Calvert US Large Cap Core Responsible Index Fund C N/R	Common Collective Trusts	—	—	$576K	1.5%
Fidelity Global ex U.S. Index Fund N/R	Common Collective Trusts	—	—	$559K	1.5%
American Funds American Funds American Mutual Fund Class R6 N/R	Mutual Funds	—	—	$476K	1.3%
Fidelity International Capital Appreciation K6 Fund N/R	Mutual Funds	—	—	$350K	0.9%
Fidelity U.S. Bond Index Fund N/R	Common Collective Trusts	—	—	$295K	0.8%
Fidelity Freedom Index 2025 Fund Institutional Premium Class N/R	Mutual Funds	—	—	$284K	0.8%
Fidelity Government Money Market Fund - K6 N/R	Mutual Funds	—	—	$259K	0.7%
RBC Emerging Markets Equity Fund Class R6 N/R	Other securities	—	—	$250K	0.7%
Fidelity Total Bond K6 Fund N/R	Mutual Funds	—	—	$246K	0.7%
JPMorgan Government Bond Fund Class R6 N/R	U.S. Treasuries	—	—	$245K	0.7%
Fidelity Freedom Index 2065 Fund Institutional Premium Class N/R	Mutual Funds	—	—	$193K	0.5%
Janus Henderson Janus Henderson Triton Fund Class N N/R	Mutual Funds	—	—	$191K	0.5%
Calvert International Responsible Index Fund Class N/R	Common Collective Trusts	—	—	$178K	0.5%
Participant Loans Notes Receivable from Participants, with interest rates $0	Participant loans	—	—	$174K	0.5%
American Century American Century Mid Cap Value Fund R6 Class N/R	Other securities	—	—	$167K	0.4%
MFS Mid Cap Growth Fund Class R6 N/R	Mutual Funds	—	—	$130K	0.3%
Allspring Special Small Cap Value Fund - Class R6 N/R	Other securities	—	—	$91K	0.2%
Fidelity Inflation-Protected Bond Index Fund N/R	Common Collective Trusts	—	—	$45K	0.1%