Back to filter
Original filing (PDF)20251014125432NAL0001373843001
SOFTWARE ENGINEERING PROFESSIONALS, INC.
Form 5500
FILING_RECEIVED
SOFTWARE ENGINEERING PROFESSIONALS, INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
158
Accounts w/ balance
184
Plan assets (EOY)
$35.6M
Net assets (EOY)
$35.6M
How this plan invests
This plan
7 pooled trusts
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Managed Retirement Growth Fund Collective Investment Fund (1)" is 27% of plan.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOFTWARE ENGINEERING PROFESSIONALS, INC..
Plan sponsor
Name
SOFTWARE ENGINEERING PROFESSIONALS, INC.
EIN
35-1740069
Address
16080 WESTFIELD BOULEVARD · CARMEL, IN · 46033
Phone
(317) 843-1640
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP, INC. | 06-1053228 | — | RECORDKEEPER | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | NONE | $8K | — |
Investments
11 direct securities · 7 pooled funds· $35.4M(99% 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
$20.6M
7 holdings
Uncategorized
$14.8M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MANAGED RETIREMENT FD GROWTH CHARLES SCHWAB TRUST BANK · EIN 75-3182674 / PN 141 | Common Collective Trust | — | — | $9.7M | 27.2% | |
| Fidelity Total Market Index Fund Mutual Fund (1) | — | — | — | $6.2M | 17.3% | |
| MANAGED RETIREMENT FD BALANCED CHARLES SCHWAB TRUST BANK · EIN 75-3182674 / PN 140 | Common Collective Trust | — | — | $4.9M | 13.7% | |
| MANAGED RETIREMENT FD AGGRESSIVE CHARLES SCHWAB TRUST BANK · EIN 75-3182674 / PN 142 | Common Collective Trust | — | — | $4.1M | 11.7% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund (1) | — | — | — | $3.4M | 9.5% | |
| Driehaus Small Cap Growth Fund Mutual Fund (1) | — | — | — | $1.2M | 3.3% | |
| Dodge & Cox Income Bond Fund Mutual Fund (1) | — | — | — | $1.2M | 3.3% | |
| Vanguard Small Cap Value Index Fund Mutual Fund (1) | — | — | — | $889K | 2.5% | |
| MORLEY STABLE VALUE FUND CHARLES SCHWAB TRUST BANK · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $837K | 2.4% | |
| Schwab Fundamental US Large Co Index Fund Mutual Fund (1) | — | — | — | $678K | 1.9% | |
| Cash and Cash Equivalents Cash and Cash Equivalents (1) 180 Clearbridge International Growth Fund Mutual Fund (1) | — | — | — | $642K | 1.8% | |
| MANAGED RETIREMENT FD MODERATE CHARLES SCHWAB TRUST BANK · EIN 75-3182674 / PN 143 | Common Collective Trust | — | — | $469K | 1.3% | |
| MANAGED RETIREMENT REAL ASSET FUND CHARLES SCHWAB TRUST BANK · EIN 75-3182674 / PN 229 | Common Collective Trust | — | — | $336K | 0.9% | |
| DFA Emerging Markets Core Equity Fund Mutual Fund (1) | — | — | — | $288K | 0.8% | |
| MANAGED RETIREMENT FD CONSERVATIVE CHARLES SCHWAB TRUST BANK · EIN 75-3182674 / PN 139 | Common Collective Trust | — | — | $206K | 0.6% | |
| Invesco International Small-Mid Company Fund Mutual Fund (1) | — | — | — | $193K | 0.5% | |
| Janus Henderson Developed World Bond Fund Mutual Fund (1) | — | — | — | $145K | 0.4% | |
| Participant Loans (interest rate range 3.25%-9.50%) -0- | — | — | — | $111K | 0.3% |