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Original filing (PDF)20251002094848NAL0000208179001
LITMUS SOFTWARE, INC.
Form 5500
FILING_RECEIVED
LITMUS SOFTWARE, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
144
Accounts w/ balance
218
Plan assets (EOY)
$20.7M
Net assets (EOY)
$20.7M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LITMUS SOFTWARE, INC..
Plan sponsor
Name
LITMUS SOFTWARE, INC.
EIN
47-3917284
Address
675 MASSACHUSETTS AVE, · CAMBRIDGE, MA · 02139
Phone
(617) 945-7823
Industry
Custom Computer Programming· 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
2025-10-02
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
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$9K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | 04-3499945 | — | ACCOUNTANT\AUDITIOR | $24K | — |
Investments
26 direct securities· $20.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2050 Fund " | — | — | — | $3.5M | 16.8% | |
| Fidelity 500 Index Fund " | — | — | — | $3.1M | 14.7% | |
| Fidelity Freedom 2055 Fund " | — | — | — | $2.3M | 11.2% | |
| Fidelity Blue Chip Growth Fund " | — | — | — | $1.9M | 9.1% | |
| Fidelity Freedom 2045 Fund " | — | — | — | $1.7M | 8.0% | |
| Fidelity Freedom 2060 Fund " | — | — | — | $1.4M | 6.8% | |
| Fidelity Freedom 2040 Fund " | — | — | — | $1.2M | 6.0% | |
| Fidelity Freedom 2035 Fund " | — | — | — | $1.1M | 5.3% | |
| Parnassus Value Equity Investor Fund " | — | — | — | $752K | 3.6% | |
| Fidelity Extended Market Index Fund " | — | — | — | $730K | 3.5% | |
| Fidelity Total Bond Fund " | — | — | — | $519K | 2.5% | |
| Fidelity US Bond Index Fund " | — | — | — | $448K | 2.2% | |
| Fidelity Small Cap Growth Fund " | — | — | — | $349K | 1.7% | |
| Fidelity Emerging Markets Fund " | — | — | — | $283K | 1.4% | |
| Fidelity Global ex US Index Fund " | — | — | — | $281K | 1.4% | |
| Fidelity Overseas Fund " | — | — | — | $215K | 1.0% | |
| Fidelity Freedom 2065 Fund " | — | — | — | $163K | 0.8% | |
| Allspring Special Small Cap Value Admiral Fund " | — | — | — | $143K | 0.7% | |
| Fidelity Freedom 2030 Fund " | — | — | — | $136K | 0.7% | |
| Janus Henderson Enterprise T Fund Mutual fund | — | — | — | $109K | 0.5% | |
| Putnam Large Cap Value Fund Class Y " | — | — | — | $108K | 0.5% | |
| Fidelity Government Money Market Fund " | — | — | — | $107K | 0.5% | |
| Principal SmallCap R4 Fund " | — | — | — | $50K | 0.2% | |
| Fidelity Real Estate Investments Portfolio Fund " | — | — | — | $39K | 0.2% | |
| Fidelity Freedom Income Fund " ** 561 * Fidelity Freedom 2020 Fund " | — | — | — | $34K | 0.2% | |
| PIMCO Real Return Admin Fund " | — | — | — | $4K | <0.1% |
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