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Original filing (PDF)20250725110638NAL0006562465001
CARAHSOFT TECHNOLOGY CORP.
Form 5500
FILING_RECEIVED
CARAHSOFT TECHNOLOGY CORP. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
Late filing · 32.3 mo27% in single holding
Active participants
2,074
Accounts w/ balance
1,501
Plan assets (EOY)
$56.1M
Net assets (EOY)
$56.1M
How this plan invests
This plan
1 pooled trust
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
87
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 32.3 months past the 10.5-month grace window.
- Top holding "MORLEY INCOME FUND III" is 27% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARAHSOFT TECHNOLOGY CORP..
Plan sponsor
Name
CARAHSOFT TECHNOLOGY CORP.
EIN
52-2189693
Address
1860 MICHAEL FARADAY DR., STE. 100 · RESTON, VA · 20190
Phone
(703) 871-8500
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-07-25
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DEMBOJONES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS LLC | 20-1409613 | — | OTHER SERVICE,RECORDKEEPR | $16K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$41K | — |
Investments
12 direct securities · 1 pooled fund· $495K(1% 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
$247K
12 holdings
Common Collective Trust
$247K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $247K | 0.4% | |
| MORLEY INCOME FUND III | — | — | — | $67K | 0.1% | |
| MORLEY INCOME FUND I | — | — | — | $38K | <0.1% | |
| MORLEY STABLE INCOME BOND FUND | — | — | — | $35K | <0.1% | |
| MORLEY INCOME FUND IV | — | — | — | $22K | <0.1% | |
| SIA-B41 (MORLEY STABLE VALUE FUND S | — | — | — | $21K | <0.1% | |
| PRUDENTIAL CORE INTERMEDIATE BOND F | — | — | — | $19K | <0.1% | |
| PSA NO. 45-004 (SEPARATE ACCOUNT 45 | — | — | — | $18K | <0.1% | |
| GOVERNMENT SHORT TERM INVESTMENT FD | — | — | — | $9K | <0.1% | |
| ACTIVELY MANAGED FUND | — | — | — | $8K | <0.1% | |
| SIA-B45 (MORLEY INTERM STABLE VALUE | — | — | — | $7K | <0.1% | |
| MORLEY INCOME FUND II | — | — | — | $5K | <0.1% | |
| PRUDENTIAL CORE CONSERVATIVE INT BD | — | — | — | $0 | <0.1% |
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