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Original filing (PDF)20251008084724NAL0002868435001
SS&C GIDS, INC.
Form 5500
FILING_RECEIVED
DST SYSTEMS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
2,581
Accounts w/ balance
4,521
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
12 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (1 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SS&C GIDS, INC..
Plan sponsor
Name
SS&C GIDS, INC.
EIN
43-1581814
Address
80 LAMBERTON ROAD · WINDSOR, CT · 06095
Phone
(800) 234-0556
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $52K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | 13-2638166 | — | INVESTMENT ADVISOR | $75K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | ACCOUNTANT/AUDITOR | $22K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
19 direct securities · 12 pooled funds· $1.1B(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.
Common Collective Trust
$554.8M
11 holdings
Uncategorized
$539.3M
19 holdings
Pooled Separate Account
$35.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $141.1M | 12.9% | |
| CG 2030 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 530 | Common Collective Trust | — | — | $133.1M | 12.2% | |
| CG 2035 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 535 | Common Collective Trust | — | — | $126.8M | 11.6% | |
| MFS Growth Fund Class R6 Mutual Fund | — | — | — | $108.3M | 9.9% | |
| CG 2040 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 540 | Common Collective Trust | — | — | $95.3M | 8.7% | |
| CG 2025 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 525 | Common Collective Trust | — | — | $59.2M | 5.4% | |
| CG 2045 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 545 | Common Collective Trust | — | — | $46.0M | 4.2% | |
| Janus Henderson Enterprise Fund Class N Mutual Fund | — | — | — | $39.9M | 3.6% | |
| CG 2020 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 520 | Common Collective Trust | — | — | $37.3M | 3.4% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $35.3M | 3.2% | |
| New York Life Anchor Account Pooled Separate Account | — | — | — | $35.3M | 3.2% | |
| PSA NO. 25 STABLE VALUE ACCOUNT · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $35.3M | 3.2% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $26.2M | 2.4% | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund R6 Mutual Fund | — | — | — | $25.4M | 2.3% | |
| T Rowe Price Mid-Cap Value Fund Mutual Fund | — | — | — | $23.0M | 2.1% | |
| MFS International Diversification Fund Class R6 Mutual Fund | — | — | — | $23.0M | 2.1% | |
| MFS Value Fund Class R6 Mutual Fund | — | — | — | $19.5M | 1.8% | |
| CG 2050 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 550 | Common Collective Trust | — | — | $18.9M | 1.7% | |
| PIMCO Income Fund Institutional Class Mutual Fund | — | — | — | $16.3M | 1.5% | |
| CG 2010 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 510 | Common Collective Trust | — | — | $12.7M | 1.2% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $12.5M | 1.1% | |
| CG 2015 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 515 | Common Collective Trust | — | — | $10.8M | 1.0% | |
| Fidelity Global Ex US Index Fund Mutual Fund | — | — | — | $10.5M | 1.0% | |
| CG 2055 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 555 | Common Collective Trust | — | — | $9.7M | 0.9% | |
| Metropolitan West Total Return Bond Fund Class I Mutual Fund | — | — | — | $8.7M | 0.8% | |
| (1) * Participant Loans (interest rate range 4.25%-9.50%) | — | — | — | $5.4M | 0.5% | |
| CG 2060 TD U3 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 560 | Common Collective Trust | — | — | $4.9M | 0.5% | |
| MFS Global Real Estate Fund Class R6 Mutual Fund | — | — | — | $3.3M | 0.3% | |
| DFA Inflation-Protected Securities Portfolio Institutional Class Mutual Fund | — | — | — | $2.7M | 0.2% | |
| PIMCO International Bond Fund (US Dollar-Hedged) Mutual Fund | — | — | — | $1.6M | 0.2% | |
| Parametric Commodity Strategy Fund Class I Mutual Fund | — | — | — | $1.2M | 0.1% |
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