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Original filing (PDF)20251015154237NAL0010105618001
CORITY SOFTWARE (USA) INC.
Form 5500
FILING_RECEIVED
CORITY 401(K) PLAN
401(k) retirement plan
Signals · 1
91% in single holding
Active participants
154
Accounts w/ balance
209
Plan assets (EOY)
$18.6M
Net assets (EOY)
$18.6M
How this plan invests
This plan
1 pooled trust
Schedule D
2 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Ameritas Life Insurance Corp. Separate Account G" is 91% of plan.
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORITY SOFTWARE (USA) INC..
Plan sponsor
Name
CORITY SOFTWARE (USA) INC.
EIN
34-1581832
Address
2045 W GRAND AVE STE B · PMB 51555 · CHICAGO, IL · 606121577
Phone
(416) 863-6800
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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
JGD & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP. | 47-0098400 | — | RECORDKEEPER | $12K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STADION MONEY MANAGEMENT LLC | 45-1564286 | — | MANAGED ACCOUNT PROVIDER | $16K | — |
Investments
1 direct security · 1 pooled fund· $18.6M(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.
Pooled Separate Account
$16.8M
1 holding
Uncategorized
$1.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ALIC SEPARATE ACCOUNT G AMERITAS LIFE INSURANCE CORP. · EIN 47-0098400 / PN 003 | Pooled Separate Account | — | — | $16.8M | 90.5% | |
| Ameritas Life Insurance Corp. Guaranteed Investment Account | — | — | — | $1.7M | 9.2% |
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