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Original filing (PDF)20251015140841NAL0009640386001
ANJU SOFTWARE, INC.
Form 5500
FILING_RECEIVED
ANJU SOFTWARE 401K PLAN
401(k) retirement plan
Active participants
69
Accounts w/ balance
102
Plan assets (EOY)
$6.6M
Net assets (EOY)
$0
How this plan invests
This plan
30 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANJU SOFTWARE, INC..
Plan sponsor
Name
ANJU SOFTWARE, INC.
EIN
47-4530454
Address
4500 SOUTH LAKESHORE DRIVE · SUITE 620 · TEMPE, AZ · 85282
Phone
(630) 243-9810
Industry
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
2025-10-15
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
MILLER COOPER & CO., LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $38K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE ADVISORS, LLC | — | SYRACUSE, NY | RETAINED BY EMPLOYER | $0 | — |
Investments
30 direct securities· $6.5M(99% of reported assets)
Uncategorized
$6.3M
29 holdings
Mutual Funds
$195K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $1.0M | 15.7% | |
| BlackRock LifePlan Dynamic 2050 Fund Class K Shares | — | — | — | $638K | 9.7% | |
| Vanguard Equity-Income Fund Admiral Shares | — | — | — | $519K | 7.9% | |
| BlackRock LifePlan Dynamic 2030 Fund Class K Shares | — | — | — | $383K | 5.8% | |
| American Century Growth Fund R6 Class | — | — | — | $346K | 5.3% | |
| BlackRock LifePlan Dynamic 2040 Fund Class K Shares | — | — | — | $329K | 5.0% | |
| Delaware Ivy Mid Cap Growth Fund Class I | — | — | — | $290K | 4.4% | |
| BlackRock LifePlan Dynamic 2045 Fund Class K Shares | — | — | — | $288K | 4.4% | |
| BlackRock LifePlan Dynamic Retirement Fund Class K Shares | — | — | — | $257K | 3.9% | |
| Fidelity Small Cap Index Fund | — | — | — | $256K | 3.9% | |
| Fidelity Mid Cap Index Fund | — | — | — | $222K | 3.4% | |
| Dimensional Fund Advisors Protected Securities Portfolio Fund | — | — | — | $204K | 3.1% | |
| Franklin High Income Fund Class R6 | — | — | — | $196K | 3.0% | |
| s (held by John Hancock Trust Company, LLC) Vanguard Federal Money Market Fund | Mutual Funds | — | — | $195K | 3.0% | |
| Baird Core Plus Bond Fund Class Institutional | — | — | — | $190K | 2.9% | |
| BlackRock LifePlan Dynamic 2055 Fund Class K Shares | — | — | — | $183K | 2.8% | |
| Vanguard International Growth Fund Admiral Shares | — | — | — | $174K | 2.6% | |
| BlackRock LifePlan Dynamic 2035 Fund Class K Shares | — | — | — | $173K | 2.6% | |
| Fidelity Emerging Markets K | — | — | — | $170K | 2.6% | |
| American Century Mid Cap Value Fund R6 Class | — | — | — | $98K | 1.5% | |
| MFS Research International Fund Class R6 | — | — | — | $86K | 1.3% | |
| T. Rowe Price Global Stock Fund I Class | — | — | — | $75K | 1.1% | |
| Fidelity Small Cap Growth K6 | — | — | — | $60K | 0.9% | |
| Janus Henderson Global Equity Income Fund Class N | — | — | — | $44K | 0.7% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $33K | 0.5% | |
| Pimco International Bond Fund | — | — | — | $27K | 0.4% | |
| Victory Sycamore Small Company Opportunity Fund R6 | — | — | — | $27K | 0.4% | |
| JP Morgan U.S. Government Money Market Fund | — | — | — | $25K | 0.4% | |
| BlackRock LifePlan Dynamic 2060 Fund Class K Shares | — | — | — | $7K | 0.1% | |
| BlackRock LifePlan Dynamic 2065 Fund Class K Shares | — | — | — | $2K | <0.1% |