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Original filing (PDF)20250929085150NAL0026284162001
ECI SOFTWARE SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
ECI SOFTWARE SOLUTIONS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,065
Accounts w/ balance
1,338
Plan assets (EOY)
$111.4M
Net assets (EOY)
$111.4M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ECI SOFTWARE SOLUTIONS, INC..
Plan sponsor
Name
ECI SOFTWARE SOLUTIONS, INC.
EIN
52-2173853
Address
4400 ALLIANCE GATEWAY FWY, STE 154 · FORT WORTH, TX · 76177
Phone
(800) 959-3367
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
2025-09-29
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $102K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $35K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $22K | — |
Investments
34 direct securities · 1 pooled fund· $110.9M(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.
Uncategorized
$110.4M
33 holdings
Mutual Funds
$386K
1 holding
Common Collective Trust
$57K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement Fund 2035 N/R | — | — | — | $15.9M | 14.3% | |
| Vanguard Target Retirement Fund 2030 N/R | — | — | — | $14.6M | 13.1% | |
| Vanguard Target Retirement Fund 2040 N/R | — | — | — | $11.6M | 10.4% | |
| Vanguard Target Retirement Fund 2045 N/R | — | — | — | $8.7M | 7.8% | |
| Fidelity 500 Index Fund N/R | — | — | — | $7.8M | 7.0% | |
| Vanguard Target Retirement Fund 2050 N/R | — | — | — | $7.4M | 6.6% | |
| Vanguard Target Retirement Fund 2025 N/R | — | — | — | $7.3M | 6.6% | |
| Vanguard Target Retirement Fund 2055 N/R | — | — | — | $6.2M | 5.6% | |
| Fidelity Blue Chip Growth K6 Fund N/R | — | — | — | $5.4M | 4.9% | |
| Vanguard Target Retirement Fund 2060 N/R | — | — | — | $2.9M | 2.6% | |
| Vanguard Target Retirement Income Fund N/R | — | — | — | $2.4M | 2.2% | |
| Fully Benefit-Responsive Investment Contract Standard Insurance Company Standard Stable Asset Fund II N/R | — | — | — | $2.0M | 1.8% | |
| Vanguard Equity Income Fund Admiral N/R | — | — | — | $2.0M | 1.8% | |
| JP Morgan JP Morgan Mid Cap Growth Fund Class R6 N/R | — | — | — | $1.8M | 1.6% | |
| Fidelity International Index Fund N/R | — | — | — | $1.8M | 1.6% | |
| Fidelity Mid Cap Index Fund N/R | — | — | — | $1.7M | 1.6% | |
| Vanguard Target Retirement Fund 2020 N/R | — | — | — | $1.7M | 1.5% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $1.4M | 1.3% | |
| Vanguard Intermediate Term Bond Index N/R | — | — | — | $1.1M | 1.0% | |
| Fidelity Small Cap Index Fund N/R | — | — | — | $918K | 0.8% | |
| Janus Henderson Janus Henderson Triton Fund Class N N/R | — | — | — | $890K | 0.8% | |
| PIMCO Income Fund Institutional Class N/R | — | — | — | $823K | 0.7% | |
| Vanguard Target Retirement Fund 2065 N/R | — | — | — | $786K | 0.7% | |
| Institutional Class Dimensional Fund Advisors DFA US Targeted Value Portfolio Institutional N/R | — | — | — | $783K | 0.7% | |
| Fidelity Emerging Markets Index Fund N/R | — | — | — | $768K | 0.7% | |
| Fund Vanguard Selected Value Fund N/R | — | — | — | $560K | 0.5% | |
| American Funds American Funds New World Fund Class R-6 N/R | Mutual Funds | — | — | $386K | 0.3% | |
| Shares Vanguard Inflation Protected Securities Fund N/R | — | — | — | $286K | 0.3% | |
| BlackRock Investments Blackrock Total Return Fund Class K N/R | — | — | — | $251K | 0.2% | |
| Vanguard Short Term Investment Grade Fund N/R | — | — | — | $233K | 0.2% | |
| Dimensional Fund Advisors DFA International Core Equity Portfolio N/R | — | — | — | $172K | 0.2% | |
| Class DoubleLine Funds DoubleLine Flexible Income Fund Class I N/R | — | — | — | $156K | 0.1% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $57K | <0.1% | |
| Vanguard Target Retirement Fund 2070 N/R | — | — | — | $49K | <0.1% | |
| Money Market Fund * Fidelity Government Money Market Fund N/R | — | — | — | $39K | <0.1% |