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Original filing (PDF)20250801055129NAL0003594211001
COMPUNNEL SOFTWARE GROUP INC
Form 5500
FILING_RECEIVED
COMPUNNEL SOFTWARE GROUP INC 401(K) PLAN
401(k) retirement plan
Active participants
2,340
Accounts w/ balance
2,838
Plan assets (EOY)
$44.9M
Net assets (EOY)
$44.9M
How this plan invests
This plan
1 pooled trust
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 70 bps in Schedule C fees — 142% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPUNNEL SOFTWARE GROUP INC.
Plan sponsor
Name
COMPUNNEL SOFTWARE GROUP INC
EIN
58-2137105
Address
4390 ROUTE 1 NORTH, SUITE 302 · PRINCETON, NJ · 08540
Phone
(609) 606-9010
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
2025-08-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MIKE AVERSANO CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $213K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MIKE AVERSANO CPA, PC | 47-5684521 | — | ACCOUNTANT | $10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CADARET GRANT & CO INC | 22-2361254 | — | INVESTMENT/FINANCIAL ADVI | $93K | — |
Investments
39 direct securities · 1 pooled fund· $44.9M(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.
Registered Investment Companies
$44.3M
39 holdings
Common Collective Trust
$599K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $7.6M | 17.0% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $6.0M | 13.3% | |
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $5.2M | 11.7% | |
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $4.0M | 8.8% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $3.0M | 6.8% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $3.0M | 6.8% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $2.5M | 5.5% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $2.2M | 5.0% | |
| FID TOTAL MARKET INDEX | Registered Investment Companies | — | — | $2.0M | 4.5% | |
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $1.6M | 3.6% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $1.4M | 3.2% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $829K | 1.8% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $599K | 1.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $541K | 1.2% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $484K | 1.1% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $395K | 0.9% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $329K | 0.7% | |
| ALPSKOTAK INDIA ESG I | Registered Investment Companies | — | — | $306K | 0.7% | |
| FIDELITY SMALL CAP GROWTH IDX | Registered Investment Companies | — | — | $270K | 0.6% | |
| FID LARGE CAP VALUE INDEX | Registered Investment Companies | — | — | $201K | 0.4% | |
| VANGUARD LONG TERM INV GR ADM | Registered Investment Companies | — | — | $197K | 0.4% | |
| FID US BOND IND | Registered Investment Companies | — | — | $175K | 0.4% | |
| FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $175K | 0.4% | |
| FIDELITY SMALL CAP VALUE INDEX | Registered Investment Companies | — | — | $155K | 0.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $150K | 0.3% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $145K | 0.3% | |
| VANGUARD ENERGY INDEX FUND ADM | Registered Investment Companies | — | — | $145K | 0.3% | |
| SCHWAB TREAS INFL PROT SEC IDX | Registered Investment Companies | — | — | $139K | 0.3% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $138K | 0.3% | |
| VANGUARD CONS STAPLES IDX ADM | Registered Investment Companies | — | — | $117K | 0.3% | |
| AMC GLOBAL GOLD I | Registered Investment Companies | — | — | $117K | 0.3% | |
| VANGUARD FINANCIALS INDEX ADM | Registered Investment Companies | — | — | $117K | 0.3% | |
| DFA INTL LARGE CAP GR PORT INS | Registered Investment Companies | — | — | $102K | 0.2% | |
| FIDELITY CHINA REGION | Registered Investment Companies | — | — | $90K | 0.2% | |
| VANGUARD UTIL IDX ADM | Registered Investment Companies | — | — | $79K | 0.2% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $78K | 0.2% | |
| FIDELITY REAL ESTATE INDEX | Registered Investment Companies | — | — | $69K | 0.2% | |
| FID F INDEX INC INV | Registered Investment Companies | — | — | $40K | <0.1% | |
| FIDELITY JAPAN SMALLER COMP | Registered Investment Companies | — | — | $31K | <0.1% | |
| VANGUARD SH TERM BD INDEX ADM | Registered Investment Companies | — | — | $16K | <0.1% |