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Original filing (PDF)20250917100619NAL0000396179001
SEISMIC SOFTWARE, INC
Form 5500
FILING_RECEIVED
SEISMIC 401(K) PLAN
401(k) retirement plan
Active participants
906
Accounts w/ balance
1,138
Plan assets (EOY)
$94.8M
Net assets (EOY)
$94.8M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 23 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEISMIC SOFTWARE, INC.
Plan sponsor
Name
SEISMIC SOFTWARE, INC
EIN
27-3002342
Address
12390 EL CAMINO REAL · SAN DEIGO, CA · 92130
Phone
(847) 894-8421
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
2025-09-17
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
KATZ SAPPER & MILLER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $120K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $82K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $18K | — |
Investments
31 direct securities · 1 pooled fund· $94.8M(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
$93.6M
31 holdings
Common Collective Trust
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 87,247 | — | — | — | $17.8M | 18.8% | |
| Fidelity Freedom Index 2055 Fund 617,316 | — | — | — | $13.2M | 13.9% | |
| Fidelity Freedom Index 2050 Fund 445,317 | — | — | — | $11.6M | 12.2% | |
| Fidelity Freedom Index 2045 Fund 353,508 | — | — | — | $9.2M | 9.7% | |
| Fidelity Freedom Index 2060 Fund 365,297 | — | — | — | $6.6M | 7.0% | |
| Fidelity Freedom Index 2035 Fund 224,045 | — | — | — | $5.2M | 5.5% | |
| Fidelity Freedom Index 2040 Fund 181,741 | — | — | — | $4.5M | 4.7% | |
| Fidelity Mid Cap Index Fund 75,901 | — | — | — | $2.6M | 2.7% | |
| Fidelity Total International Index Fund 174,376 | — | — | — | $2.3M | 2.5% | |
| MFS Growth Fund R6 10,184 | — | — | — | $2.1M | 2.2% | |
| Fidelity Freedom Index 2030 Fund 98,815 | — | — | — | $2.0M | 2.1% | |
| MFS International Diversification Fund R6 85,900 | — | — | — | $2.0M | 2.1% | |
| Fidelity U.S. Bond Index Fund 157,475 | — | — | — | $1.6M | 1.7% | |
| Fidelity Small Cap Index Fund 57,530 | — | — | — | $1.6M | 1.7% | |
| American Funds New World Fund R6 19,930 | — | — | — | $1.5M | 1.6% | |
| Federated Hermes Kaufmann Small Cap Fund R6 29,575 | — | — | — | $1.4M | 1.5% | |
| Fidelity Freedom Index 2065 Fund 89,528 | — | — | — | $1.3M | 1.4% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.2M | 1.3% | |
| PIMCO Income Fund Institutional 101,544 | — | — | — | $1.1M | 1.1% | |
| Vanguard Small Cap Value Index Fund Admiral 12,519 | — | — | — | $1.1M | 1.1% | |
| Cohen & Steers Institutional Realty Shares Fund 21,977 | — | — | — | $1.1M | 1.1% | |
| Columbia Dividend Income Fund Institutional 3 28,353 | — | — | — | $956K | 1.0% | |
| Fidelity Freedom Index 2025 Fund 36,424 | — | — | — | $677K | 0.7% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25 - 9.50%, with maturities through July 2033 0 | — | — | — | $604K | 0.6% | |
| Blackrock Mid Cap Growth Equity Portfolio Fund K 9,529 | — | — | — | $415K | 0.4% | |
| Vanguard FTSE Social Index Fund Admiral 7,232 | — | — | — | $408K | 0.4% | |
| BlackRock Technology Opportunities Fund K 5,272 | — | — | — | $386K | 0.4% | |
| REGISTERED INVESTMENT COMPANIES Allspring Special Mid Cap Value Fund R6 4,658 | — | — | — | $223K | 0.2% | |
| Fidelity Freedom Index 2020 Fund 10,553 | — | — | — | $166K | 0.2% | |
| MONEY MARKET FUND SHARES * Fidelity Government Money Market Fund 32,275 | — | — | — | $32K | <0.1% | |
| Fidelity Freedom Index 2015 Fund 2,104 | — | — | — | $30K | <0.1% | |
| Fidelity Freedom Index Inc Fund 1,053 | — | — | — | $12K | <0.1% |