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Original filing (PDF)20251013144816NAL0000727763001
AMERICAN SOFTWARE, INC.
Form 5500
FILING_RECEIVED
AMERICAN SOFTWARE, INC. 401(K)/PROFIT SHARING PLAN
401(k) retirement plan
Active participants
227
Accounts w/ balance
386
Plan assets (EOY)
$78.5M
Net assets (EOY)
$78.5M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
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 AMERICAN SOFTWARE, INC..
Plan sponsor
Name
AMERICAN SOFTWARE, INC.
EIN
58-1098795
Address
470 E PACES FERRY RD. · ATLANTA, GA · 30305
Phone
(404) 261-4381
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
2025-10-13
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
MSTILLER LLC
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 | -$71K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
Investments
33 direct securities· $74.2M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID BLUE CHIP GR K Mutual Fund | — | — | — | $17.6M | 22.5% | |
| FID OTC K Mutual Fund | — | — | — | $8.0M | 10.2% | |
| FID 500 INDEX Mutual Fund | — | — | — | $7.4M | 9.4% | |
| FID GOVT MMKT Mutual Fund | — | — | — | $4.8M | 6.1% | |
| FID CONTRAFUND K Mutual Fund | — | — | — | $4.0M | 5.1% | |
| FID BALANCED K Mutual Fund | — | — | — | $3.5M | 4.4% | |
| FID FREEDOM 2035 K Mutual Fund | — | — | — | $3.3M | 4.2% | |
| Self-directed Brokerage Accounts Various | — | — | — | $2.9M | 3.7% | |
| FID FREEDOM 2040 K Mutual Fund | — | — | — | $2.5M | 3.2% | |
| FID INTERMED BOND Mutual Fund | — | — | — | $2.4M | 3.0% | |
| COL DIVIDEND INC S Mutual Fund | — | — | — | $2.0M | 2.5% | |
| FID FREEDOM 2045 K Mutual Fund | — | — | — | $1.7M | 2.2% | |
| FID FREEDOM 2025 K Mutual Fund | — | — | — | $1.4M | 1.8% | |
| LOOMIS SM CP GRTH N Mutual Fund | — | — | — | $1.2M | 1.6% | |
| FID MID CAP IDX Mutual Fund | — | — | — | $1.2M | 1.5% | |
| AS SPL MID CP VAL R6 Mutual Fund | — | — | — | $1.1M | 1.4% | |
| FID FREEDOM 2050 K Mutual Fund | — | — | — | $1.1M | 1.4% | |
| FID SM CAP IDX Mutual Fund | — | — | — | $995K | 1.3% | |
| ARTISAN INTL INST Mutual Fund | — | — | — | $928K | 1.2% | |
| FID GLB EX US IDX Mutual Fund | — | — | — | $902K | 1.2% | |
| FID TOTAL BOND Mutual Fund | — | — | — | $875K | 1.1% | |
| FID US BOND IDX Mutual Fund | — | — | — | $661K | 0.8% | |
| FID REAL ESTATE INVS Mutual Fund | — | — | — | $605K | 0.8% | |
| FID EMERGING MKTS Mutual Fund | — | — | — | $537K | 0.7% | |
| FID STK SEL SM CAP Mutual Fund | — | — | — | $524K | 0.7% | |
| ABF SM CAP VAL R5 Mutual Fund | — | — | — | $432K | 0.6% | |
| FID FREEDOM 2055 K Mutual Fund | — | — | — | $413K | 0.5% | |
| FID FREEDOM 2020 K Mutual Fund | — | — | — | $335K | 0.4% | |
| FID FREEDOM 2060 K Mutual Fund | — | — | — | $319K | 0.4% | |
| FID FREEDOM INC K Mutual Fund | — | — | — | $240K | 0.3% | |
| AMCENT INFL ADJBD R6 Mutual Fund | — | — | — | $208K | 0.3% | |
| FID FREEDOM 2015 K Mutual Fund | — | — | — | $39K | <0.1% | |
| FID FREEDOM 2065 K Mutual Fund | — | — | — | $4K | <0.1% |
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