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Original filing (PDF)20251014100833NAL0005407554001
BIGTIME SOFTWARE, INC.
Form 5500
FILING_RECEIVED
BIGTIME SOFTWARE, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
34% in single holdingNo recordkeeper disclosed
Active participants
111
Accounts w/ balance
184
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
32 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
83
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Fund Fidelity 0" is 34% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BIGTIME SOFTWARE, INC..
Plan sponsor
Name
BIGTIME SOFTWARE, INC.
EIN
36-4483888
Address
311 SOUTH WACKER DRIVE · SUITE 2300 · CHICAGO, IL · 60606
Phone
(312) 767-9202
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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
VRAKAS S.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $20K | — |
| GALLAGHER FIDUCIARY ADVISORS | — | CHICAGO, IL | NONE | $18K | — |
Investments
32 direct securities· $9.0M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $3.1M | 33.5% | |
| Fidelity International Index Fidelity 0 | — | — | — | $714K | 7.8% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $663K | 7.3% | |
| Vanguard U.S. Growth Adm Vanguard 0 | — | — | — | $617K | 6.8% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $592K | 6.5% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $570K | 6.2% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $530K | 5.8% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $374K | 4.1% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $263K | 2.9% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $239K | 2.6% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 | — | — | — | $214K | 2.3% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $199K | 2.2% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $194K | 2.1% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $127K | 1.4% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $97K | 1.1% | |
| Fidelity Advisor Intl Growth Z Fidelity 0 | — | — | — | $78K | 0.9% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $73K | 0.8% | |
| JPMorgan Mid Cap Growth R6 JPMorgan 0 | — | — | — | $57K | 0.6% | |
| American Beacon Small Cap Value R6 American Beacon 0 | — | — | — | $52K | 0.6% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $52K | 0.6% | |
| DFA International Value Portfolio I DFA 0 | — | — | — | $38K | 0.4% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $35K | 0.4% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $32K | 0.4% | |
| Allspring Special Mid Cap Value R6 Allspring 0 | — | — | — | $30K | 0.3% | |
| AB Small Cap Growth Portfolio Z Alliance Bernstein 0 | — | — | — | $21K | 0.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $12K | 0.1% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $11K | 0.1% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $9K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $8K | <0.1% | |
| Baird Core Plus Bond Inst Baird 0 | — | — | — | $6K | <0.1% | |
| PIMCO Global Bd Opport (USDHedged) I PIMCO 0 | — | — | — | $4K | <0.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $3K | <0.1% |