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Original filing (PDF)20250929162916NAL0012435760001

G2 SOFTWARE SYSTEMS, INC.

Form 5500
FILING_RECEIVED
G2 SOFTWARE SYSTEMS, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
169
Accounts w/ balance
131
Plan assets (EOY)
$28.4M
Net assets (EOY)
$28.4M
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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for G2 SOFTWARE SYSTEMS, INC..
Plan sponsor
Name
G2 SOFTWARE SYSTEMS, INC.
EIN
33-0454802
Address
4025 HANCOCK STREET, SUITE 105 · SAN DIEGO, CA · 92110
Phone
(619) 222-8025
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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HUTCHINSON AND BLOODGOOD LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

3 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS04-2647786—RECORDKEEPER$23K—
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
UBS FINANCIAL SERVICES, INC.13-2638166—ADVISOR$37K—
Other
1
NameEINLocationRelationDirect compIndirect comp
NATIONAL BENEFIT SERVICES, LLC20-3886993—OTHER SERVICES$16K—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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