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Original filing (PDF)20251127050236NAL0008286784001
PANTHER SOFTWARE, LLC
Form 5500
FILING_RECEIVED
PRACTICEPANTHER 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 0.4 mo28% in single holding
Active participants
132
Accounts w/ balance
122
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
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)
97
/ 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
98
Concentration risk
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.4 months past the 10.5-month grace window.
- Top holding "FID 500 IND" is 28% of plan.
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PANTHER SOFTWARE, LLC.
Plan sponsor
Name
PANTHER SOFTWARE, LLC
EIN
46-3792580
Address
12000 BISCAYNE BLVD. SUITE 300 · MIAMI, FL · 33181
Phone
(952) 452-1524
Industry
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
2025-11-27
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RBT CPAS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
Investments
28 direct securities · 1 pooled fund· $6.8M(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.
Registered Investment Companies
$6.7M
28 holdings
Common Collective Trust
$51K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $1.9M | 28.2% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.4M | 20.5% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $763K | 11.3% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $666K | 9.8% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $652K | 9.6% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $273K | 4.0% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $157K | 2.3% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $131K | 1.9% | |
| JPM GROWTH ADVANTAGE FUND - R6 | Registered Investment Companies | — | — | $122K | 1.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $93K | 1.4% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $74K | 1.1% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $73K | 1.1% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $51K | 0.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $50K | 0.7% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $47K | 0.7% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $46K | 0.7% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $43K | 0.6% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $40K | 0.6% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $29K | 0.4% | |
| GDS EMG MKT EQ INSIGHTS R6 | Registered Investment Companies | — | — | $28K | 0.4% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $28K | 0.4% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $27K | 0.4% | |
| WESTERN ASSET CORE BOND IS | Registered Investment Companies | — | — | $22K | 0.3% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $16K | 0.2% | |
| FEDERATED KAUFMANN SMALLCAP R6 | Registered Investment Companies | — | — | $12K | 0.2% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $11K | 0.2% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $10K | 0.2% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $5K | <0.1% | |
| NUVEEN LC INDEX 2065 R6 | Registered Investment Companies | — | — | $4K | <0.1% |