How big is CAI Software LLC's plan?

CAI Software LLC's plan reported $36.3M in assets and 122 participants for 2024.

Original filing (PDF)20250909160903NAL0043002770001

CAI Software LLC

Name: CAI Software LLC — CAI Software LLC 401(k) Profit, Form 5500 (2024)
Creator: CAI Software LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

CAI Software LLC 401(k) Profit Sharing Plan

401(k) retirement plan · CAI Software LLC's CAI Software LLC 401(k) Profit Sharing Plan held $36.3M in plan assets for 122 participants in 2024, with Fidelity as recordkeeper.

Signals · 3

26% in single holdingCorrective distributions issuedHigh average account balance

Active participants

122

Accounts w/ balance

159

Plan assets (EOY)

$36.3M

Net assets (EOY)

$36.3M

People on this filing

Lyndsey Oliveira signed CAI Software LLC's 2024 Form 5500 as plan administrator.

Lyndsey Oliveira — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CAI Software LLC's EIN is 47-1806394.

EIN 47-1806394

Plan number 002

Plan year 2024

ACK ID 20250909160903NAL0043002770001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CAI Software LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CAI Software LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAI SOFTWARE LLC.

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High average account balance (98th percentile).

Plan sponsor

Name

CAI SOFTWARE LLC

DBA

COMPUTER ASSOCIATES

EIN

all filings

Address

24 ALBION RD · STE 230 · LINCOLN, RI · 02865

Phone

(401) 232-2600

Industry

Custom Computer Programming· Professional & Technical Services

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

2025-09-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$22K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALLEGIANCE FINANCIAL GROUP INC	01-0510740	—	ADVISOR	$68K	—

Investments

31 direct securities· $36.3M(100% of reported assets)

Mutual Funds

$33.6M

24 holdings

Common Collective Trusts

$2.4M

4 holdings

Other securities

$275K

3 holdings

					% of plan
Fidelity Blue Chip Growth Fund	Mutual Funds	—	—	$9.5M	26.1%
Fidelity Freedom 2035 Fund Class K	Mutual Funds	—	—	$4.5M	12.4%
Fidelity Freedom 2025 Fund Class K	Mutual Funds	—	—	$3.7M	10.2%
Fidelity Freedom 2030 Fund Class K	Mutual Funds	—	—	$2.3M	6.4%
Fidelity Balanced Fund	Mutual Funds	—	—	$2.3M	6.3%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$2.2M	6.2%
Fidelity Government Money Market Fund	Mutual Funds	—	—	$2.0M	5.5%
Fidelity Freedom 2040 Fund Class K	Mutual Funds	—	—	$1.6M	4.5%
Fidelity Stock Selector Large Cap Value Fund	Mutual Funds	—	—	$1.3M	3.5%
Fidelity Total Bond Fund	Mutual Funds	—	—	$1.2M	3.3%
Fidelity Freedom 2045 Fund Class K	Mutual Funds	—	—	$1.0M	2.8%
Fidelity Freedom 2050 Fund Class K	Mutual Funds	—	—	$753K	2.1%
MFS Mid Cap Growth Fund	Mutual Funds	—	—	$683K	1.9%
Fidelity International Discovery Fund	Mutual Funds	—	—	$658K	1.8%
Fidelity Capital & Income Fund	Mutual Funds	—	—	$374K	1.0%
Fidelity Value Fund	Mutual Funds	—	—	$365K	1.0%
Fidelity Freedom 2055 Fund Class K	Mutual Funds	—	—	$295K	0.8%
Fidelity Freedom 2065 Fund Class K	Mutual Funds	—	—	$278K	0.8%
Fidelity Freedom 2020 Fund Class K	Mutual Funds	—	—	$256K	0.7%
Fidelity Freedom 2060 Fund Class K	Mutual Funds	—	—	$223K	0.6%
Fidelity Strategic Income Fund	Mutual Funds	—	—	$202K	0.6%
dates through January 2030, collateralized by participant account balances	Other securities	—	—	$178K	0.5%
Fidelity Inflation Protected Bond Index Fund	Common Collective Trusts	—	—	$115K	0.3%
Fidelity International Index Fund	Common Collective Trusts	—	—	$73K	0.2%
Fidelity Freedom 2015 Fund Class K	Mutual Funds	—	—	$64K	0.2%
Loomis Sayles Loomis Small Cap Value Fund Institutional Class	Other securities	—	—	$60K	0.2%
Amercan Funds New World R6 Fund	Other securities	—	—	$37K	0.1%
Fidelity Real Estate Investment Portfolio	Mutual Funds	—	—	$28K	<0.1%
Fidelity Freedom 2010 Fund Class K	Mutual Funds	—	—	$16K	<0.1%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$12K	<0.1%
Fidelity Freedom Income Fund	Mutual Funds	—	—	$2K	<0.1%