Back to filter
Original filing (PDF)20250521092213NAL0002271699001
SOFTWARE UNLIMITED, INC.
Form 5500-SF
FILING_RECEIVED
SOFTWARE UNLIMITED, INC 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
22
Accounts w/ balance
24
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOFTWARE UNLIMITED, INC..
Plan sponsor
Name
SOFTWARE UNLIMITED, INC.
EIN
46-0353691
Address
5015 S. BROADBAND LANE · SIOUX FALLS, SD · 57108
Phone
(605) 361-2073
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-21
Pension benefit codes
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
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Custom Computer Programming plans
OBSERVIQ INC
OBSERVIQ INC 401(K) P/S PLAN
$4.4M · 33 participants
LOADED HOLDINGS, INC.
LOADED HOLDINGS 401(K) PLAN
$4.4M · 54 participants
VARILOG RESEARCH, INC.
VARILOG RESEARCH, INC. 401(K) PLAN
$4.4M · 4 participants
PLANET WORKS , INC.
PLANET WORKS INC. 401(K) PLAN
$4.4M · 7 participants
CHARTER GLOBAL, INC.
CHARTER 401(K) PLAN
$4.4M · 50 participants
COUGAAR SOFTWARE INC
COUGAAR SOFTWARE INC 401(K) PLAN
$4.4M · 30 participants
Large plans in South Dakota
BLACK HILLS CORPORATION
BLACK HILLS CORPORATION 401(K) RETIREMENT SAVINGS PLAN
$811.2M · 2,830 participants
ALTA TRUST COMPANY
EAGLE MID CAP GROWTH CIT
$625.4M
ALTA TRUST COMPANY
SLOY DAHL & HOLST AGGRESSIVE
$369.6M
MONUMENT HEALTH, INC.
MONUMENT HEALTH, INC. 403(B) PLAN
$364.8M · 5,494 participants
ALTA TRUST COMPANY
AM1 DOMESTIC EQUITY
$359.5M
AT - T. ROWE PRICE LARGE CAP GROWTH TRUST
AT T. ROWE PRICE LARGE CAP GROWTH TRUST
$292.7M
