How big is Software Resources Inc.'s plan?

Software Resources Inc.'s plan reported $3.0M in assets and 100 participants for 2024.

Original filing (PDF)20250604115819NAL0008386147001

Software Resources Inc.

Name: Software Resources Inc. — Software Resources Inc., Form 5500 (2024)
Creator: Software Resources Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Software Resources Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Software Resources Inc.'s Software Resources Inc. 401(k) Profit Sharing Plan & Trust held $3.0M in plan assets for 100 participants in 2024.

Active participants

100

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

John Giaimo signed Software Resources Inc.'s 2024 Form 5500 as plan administrator.

John Giaimo — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Software Resources Inc.'s EIN is 59-3150786.

EIN 59-3150786

Plan number 001

Plan year 2024

ACK ID 20250604115819NAL0008386147001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Software Resources Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Software Resources Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOFTWARE RESOURCES INC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

Helping the score