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Original filing (PDF)20251007093352NAL0002548723001
SOFTWARE ONE, INC.
Form 5500
FILING_RECEIVED
SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
396
Accounts w/ balance
598
Plan assets (EOY)
$51.0M
Net assets (EOY)
$51.0M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 32 bps in Schedule C fees — 99% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOFTWARE ONE, INC..
Plan sponsor
Name
SOFTWARE ONE, INC.
EIN
39-1501504
Address
320 EAST BUFFALO STREET, SUITE 200 · MILWAUKEE, WI · 53202
Phone
(262) 317-5565
Industry
All Other Professional Services· 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
2025-10-07
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)
Audit & trust (Schedule H)
Auditor
LUCIDA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $69K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DENALI WEALTH MANAGEMENT | — | MEQUON, WI | INVESTMENT ADVISOR | $76K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CHIP RETIREMENT PLANS | — | MILWAUKEE, WI | CONTRACT ADMIN | $18K | — |
Investments
37 direct securities· $51.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Target Retirement 2045 Inv Mutual fund (2) | — | — | — | $9.1M | 17.9% | |
| Vanguard Institutional Target Retirement 2050 Inv Mutual fund (2) | — | — | — | $6.7M | 13.1% | |
| Vanguard Institutional Target Retirement 2040 Inv Mutual fund (2) | — | — | — | $4.8M | 9.4% | |
| Vanguard 500 Index Admiral Mutual fund (2) | — | — | — | $4.4M | 8.6% | |
| Vanguard Institutional Target Retirement 2035 Inv Mutual fund (2) | — | — | — | $3.9M | 7.6% | |
| Vanguard Institutional Target Retirement 2055 Inv Mutual fund (2) | — | — | — | $3.2M | 6.2% | |
| JPMorgan Large Cap Growth R6 Mutual fund (2) | — | — | — | $2.6M | 5.2% | |
| Vanguard Institutional Target Retirement 2030 Inv Mutual fund (2) | — | — | — | $2.4M | 4.8% | |
| Vanguard Institutional Target Retirement 2025 Inv Mutual fund (2) | — | — | — | $1.8M | 3.6% | |
| Fidelity Select Technology Mutual fund (2) | — | — | — | $1.2M | 2.3% | |
| Vanguard Institutional Target Retirement 2060 Inv Mutual fund (2) | — | — | — | $1.1M | 2.2% | |
| American Funds New Perspective R6 Mutual fund (2) | — | — | — | $1.1M | 2.1% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual fund (2) | — | — | — | $938K | 1.8% | |
| Vanguard Small Cap Index ADM Mutual fund (2) | — | — | — | $751K | 1.5% | |
| Artisan International Value Investor Mutual fund (2) | — | — | — | $715K | 1.4% | |
| Janus Henderson Enterprise N Mutual fund (2) | — | — | — | $643K | 1.3% | |
| (3) Key Guaranteed Portfolio Fund Fixed annuities | — | — | — | $631K | 1.2% | |
| JPMorgan Equity Income R6 Mutual fund (2) | — | — | — | $603K | 1.2% | |
| AB Small Cap Growth Z Mutual fund (2) | — | — | — | $598K | 1.2% | |
| Pimco Income Instl Mutual fund (2) | — | — | — | $505K | 1.0% | |
| American Funds New World R6 Mutual fund (2) | — | — | — | $454K | 0.9% | |
| (3) Participant loans at 4.25% - 6.50% | — | — | — | $437K | 0.9% | |
| Vanguard Institutional Target Retirement 2020 Inv Mutual fund (2) | — | — | — | $306K | 0.6% | |
| American Funds American Balanced R6 Mutual fund (2) | — | — | — | $285K | 0.6% | |
| American Funds Smallcap World R6 Mutual fund (2) | — | — | — | $279K | 0.5% | |
| T. Rowe Price Spectrum Conservative Allocation Mutual fund (2) | — | — | — | $262K | 0.5% | |
| TCW Metwest Total Return Bond I Mutual fund (2) | — | — | — | $239K | 0.5% | |
| Vanguard Target Retirement Income Inv Mutual fund (2) | — | — | — | $229K | 0.4% | |
| BrandywineGLOBAL Corporate Credit Fund Mutual fund (2) | — | — | — | $189K | 0.4% | |
| Vanguard Institutional Target Retirement 2065 Inv Mutual fund (2) | — | — | — | $150K | 0.3% | |
| Vanguard Developed Markets Index Admiral Mutual fund (2) | — | — | — | $114K | 0.2% | |
| Principal Real Estate Securities Inst Mutual fund (2) | — | — | — | $100K | 0.2% | |
| American Funds Capital World G/I R6 Mutual fund (2) | — | — | — | $99K | 0.2% | |
| American Century Mid Cap Value Inst Mutual fund (2) | — | — | — | $85K | 0.2% | |
| DFA US Targeted Value 1 Mutual fund (2) | — | — | — | $64K | 0.1% | |
| Vanguard International Value Portfolio Mutual fund (2) | — | — | — | $35K | <0.1% | |
| BlackRock Global Allocation Instl Mutual fund (2) | — | — | — | $23K | <0.1% |
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