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Original filing (PDF)20250929140925NAL0012284080001
BCC SOFTWARE, LLC
Form 5500
FILING_RECEIVED
BCC SOFTWARE 401K PLAN
401(k) retirement plan
Active participants
100
Accounts w/ balance
142
Plan assets (EOY)
$18.5M
Net assets (EOY)
$18.5M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BCC SOFTWARE, LLC.
Plan sponsor
Name
BCC SOFTWARE, LLC
EIN
35-2506964
Address
1890 SOUTH WINTON ROAD · SUITE 180 · ROCHESTER, NY · 14618
Phone
(585) 341-3308
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
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)
3B · Covers self-employed individuals
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $944 | — |
Investments
28 direct securities · 1 pooled fund· $18.5M(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
$18.5M
28 holdings
Common Collective Trust
$3K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $2.8M | 15.1% | |
| Fidelity Freedom 2035 Fund | — | — | — | $2.7M | 14.4% | |
| JP Morgan Growth Advantage Fund Class R6 | — | — | — | $2.4M | 13.2% | |
| Fidelity Freedom 2040 Fund | — | — | — | $2.1M | 11.5% | |
| Fidelity Freedom 2030 Fund | — | — | — | $1.3M | 7.0% | |
| Fidelity Freedom 2025 Fund | — | — | — | $1.2M | 6.4% | |
| William Blair Small-Mid Cap Growth Fund R6 | — | — | — | $984K | 5.3% | |
| Fidelity Freedom 2045 Fund | — | — | — | $883K | 4.8% | |
| Fidelity Freedom 2050 Fund | — | — | — | $854K | 4.6% | |
| DFA US Large Cap Value Fund | — | — | — | $600K | 3.2% | |
| Fidelity Government Money Market Fund | — | — | — | $356K | 1.9% | |
| Fidelity Diversified International Fund | — | — | — | $336K | 1.8% | |
| PGIM Total Return Bond Fund | — | — | — | $293K | 1.6% | |
| Vanguard Balanced Index Fund | — | — | — | $236K | 1.3% | |
| Fidelity Freedom 2065 Fund | — | — | — | $223K | 1.2% | |
| Fidelity Extended Market Index Fund | — | — | — | $212K | 1.1% | |
| Fidelity Freedom 2055 Fund | — | — | — | $198K | 1.1% | |
| AB Discovery Value Fund | — | — | — | $184K | 1.0% | |
| DFA Emerging Market Core Fund | — | — | — | $142K | 0.8% | |
| Fidelity US Bond Index Fund | — | — | — | $127K | 0.7% | |
| maturing through July 2029 - | — | — | — | $91K | 0.5% | |
| Fidelity Global ex US Index Fund | — | — | — | $72K | 0.4% | |
| Fidelity Freedom 2060 FundDraft | — | — | — | $70K | 0.4% | |
| Fidelity Freedom 2070 Fund | — | — | — | $48K | 0.3% | |
| Fidelity Freedom 2020 Fund | — | — | — | $35K | 0.2% | |
| Fidelity Inflation-Protected Bond Index Fund | — | — | — | $35K | 0.2% | |
| Fidelity Freedom Income Fund | — | — | — | $9K | <0.1% | |
| Fidelity Freedom 2010 Fund | — | — | — | $5K | <0.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $3K | <0.1% |
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