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Original filing (PDF)20251003101521NAL0001259857001
HYLAND SOFTWARE, INC.
Form 5500
FILING_RECEIVED
HYLAND SOFTWARE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,224
Accounts w/ balance
3,304
Plan assets (EOY)
$512.0M
Net assets (EOY)
$512.0M
How this plan invests
This plan
17 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 10 bps in Schedule C fees — 67% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HYLAND SOFTWARE, INC..
Plan sponsor
Name
HYLAND SOFTWARE, INC.
EIN
34-1699247
Address
28105 CLEMENS ROAD · WESTLAKE, OH · 44145
Phone
(440) 788-5000
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
2025-10-03
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MALONEY + NOVOTNY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $234K | — |
| CREATIVE PLANNING | 43-1270780 | — | NONE | $145K | — |
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | NONE | $75K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $60K | — |
Investments
1 direct security · 17 pooled funds· $266.5M(52% 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.
Common Collective Trust
$264.7M
17 holdings
Uncategorized
$1.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | $49.3M | $52.5M | 10.2% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $38.8M | 7.6% | |
| PUTNAM LARGE CAP TRUST PUTNAM FIDUCIARY TRUST COMPANY,LLC · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $35.5M | 6.9% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $29.2M | 5.7% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $27.8M | 5.4% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $22.5M | 4.4% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $21.7M | 4.2% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $15.8M | 3.1% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | $10.6M | $9.4M | 1.8% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $3.7M | 0.7% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.7M | 0.5% | |
| COHEN & STEERS US REALTY FND; CL BE SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $1.8M | 0.4% | |
| [DFE: BROWN ADVISORY COLLECTIVE INVESTMENT TRUST (extraction pending)] | — | — | — | $1.7M | 0.3% | |
| BROWN ADV SUS GRWTH CT; CL 1 SEI TRUST COMPANY · EIN 81-0930773 / PN 091 | Common Collective Trust | — | — | $1.7M | 0.3% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.3% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $48K | <0.1% | |
| VFTC TARGET RET INCOME&GROWTH TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $6K | <0.1% | |
| INVESCO DSCVRY MID-CAP GRW TR; B1 INVESCO TRUST COMPANY · EIN 20-2583973 / PN 108 | Common Collective Trust | — | — | $0 | <0.1% |