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Original filing (PDF)20251007121026NAL0002447651001
PROCEDE SOFTWARE LP
Form 5500
FILING_RECEIVED
PROCEDE SOFTWARE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
132
Accounts w/ balance
144
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
33 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROCEDE SOFTWARE LP.
Plan sponsor
Name
PROCEDE SOFTWARE LP
EIN
54-2073787
Address
240 S CEDROS AVE · SUITE 200 · SOLANA BEACH, CA · 92075
Phone
(858) 450-4838
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
2025-10-07
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
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC. | 33-0905143 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $54K | — |
Investments
22 direct securities · 33 pooled funds· $11.8M(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.
Common Collective Trust
$6.0M
27 holdings
Uncategorized
$4.0M
22 holdings
Pooled Separate Account
$1.9M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RETIREPILOT MOD 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304109 / PN 001 | Common Collective Trust | — | $0 | $1.8M | 20.6% | |
| RETIREPILOT MOD 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304108 / PN 001 | Common Collective Trust | — | $0 | $1.4M | 16.2% | |
| RETIREPILOT MOD 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304107 / PN 001 | Common Collective Trust | — | $0 | $1.3M | 15.2% | |
| Prin LargeCap Growth I SA-Z | — | — | $0 | $775K | 8.9% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $775K | 8.9% | |
| Prin Intl Equity Index SA-Z | — | — | $0 | $710K | 8.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $710K | 8.1% | |
| FIDELITY ADV GOVT INC Z FD | — | — | $0 | $445K | 5.1% | |
| RETIREPILOT MOD RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304105 / PN 001 | Common Collective Trust | — | — | $427K | 4.9% | |
| RETIREPILOT CONSERV 2055 R1 | — | — | $0 | $427K | 4.9% | |
| MID CAP GROWTH I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $303K | 3.5% | |
| Prin Bond Market Index SA-Z | — | — | $0 | $303K | 3.5% | |
| Prin SmCap S&P 600 Index SA-Z | — | — | $0 | $261K | 3.0% | |
| PRINCIPAL STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $261K | 3.0% | |
| MID CAP GROWTH R1 FUND | — | — | $0 | $222K | 2.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $0 | $177K | 2.0% | |
| FIDELITY ADVISR INTRNL GR Z FD | — | — | $0 | $152K | 1.7% | |
| CORE BOND R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $152K | 1.7% | |
| RETIREPILOT AGG 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304115 / PN 001 | Common Collective Trust | — | — | $107K | 1.2% | |
| RETIREPILOT CONSERV RET R1 | — | — | $0 | $107K | 1.2% | |
| RETIREPILOT AGG 2065 FUND R1 | — | — | $0 | $98K | 1.1% | |
| CORE BOND R1 FUND | — | — | $0 | $93K | 1.1% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $93K | 1.1% | |
| RETIREPILOT MOD 2055 FUND R1 | — | — | $0 | $68K | 0.8% | |
| RETIREPILOT MOD 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304110 / PN 001 | Common Collective Trust | — | — | $68K | 0.8% | |
| RETIREPILOT AGG 2045 FUND R1 | — | — | $0 | $68K | 0.8% | |
| AMER CENT EQUITY INC R6 FUND | — | — | $0 | $58K | 0.7% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $54K | 0.6% | |
| AMERICAN CENTUR MID-CAP VAL R6 | — | — | $0 | $54K | 0.6% | |
| RETIREPILOT MOD 2065 FUND R1 | — | — | $0 | $49K | 0.6% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $49K | 0.6% | |
| Prin SmCap Value II Sep Acct-Z | — | — | $0 | $33K | 0.4% | |
| RETIREPILOT AGG 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304116 / PN 001 | Common Collective Trust | — | — | $33K | 0.4% | |
| Participant Loans | — | — | — | $23K | 0.3% | |
| RETIREPILOT AGG 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304114 / PN 001 | Common Collective Trust | — | — | $23K | 0.3% | |
| SMALL CAP GROWTH FUND II R1 | — | — | $0 | $20K | 0.2% | |
| RETIREPILOT AGG RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304111 / PN 001 | Common Collective Trust | — | — | $20K | 0.2% | |
| SMALL CAP GROWTH FUND II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $13K | 0.2% | |
| RETIREPILOT AGG 2055 FUND R1 | — | — | $0 | $13K | 0.2% | |
| RETIREPILOT AGG RET FUND R1 | — | — | $0 | $11K | 0.1% | |
| RETIREPILOT CONSERV 2055 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304103 / PN 001 | Common Collective Trust | — | — | $11K | 0.1% | |
| RETIREPILOT CONSERV RET R1 GREAT GRAY TRUST COMPANY · EIN 38-7289867 / PN 001 | Common Collective Trust | — | — | $9K | 0.1% | |
| PRINCIPAL STABLE VALUE Z FUND | — | — | $0 | $9K | 0.1% | |
| FLEXPATH IDX+ MOD 2055 R3 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ CON RETIRE R3 GREAT GRAY TRUST COMPANY · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ CON 2055 R3 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ AGG 2025 R3 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ AGG 2045 R3 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $0 | <0.1% | |
| RETIREPILOT AGG 2025 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304112 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ MOD 2045 R3 GREAT GRAY TRUST COMPANY · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ MOD 2035 R3 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $0 | <0.1% | |
| RETIREPILOT MOD 2025 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304106 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ MOD 2025 R3 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ MOD RETIRE R3 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ AGG 2055 R3 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $0 | <0.1% |
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