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Original filing (PDF)20231009131315NAL0017796771001

ASURE SOFTWARE, INC.

Form 5500
FILING_RECEIVED
ASURE SOFTWARE, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
493
Accounts w/ balance
714
Plan assets (EOY)
$25.6M
Net assets (EOY)
$25.6M
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
  • 46 bps in Schedule C fees — 57% above peer band of 29 bps.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASURE SOFTWARE, INC..
Plan sponsor
Name
ASURE SOFTWARE, INC.
EIN
74-2415696
Address
405 COLORADO STREET · SUITE 1800 · AUSTIN, TX · 78701
Phone
(512) 437-2700
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-09
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HARPER AND PEARSON COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

3 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786—RECORDKEEPER$78K—
Advisor / Consultant
2
NameEINLocationRelationDirect compIndirect comp
KESTRA INVESTMENT SERVICES LLC35-2552359—ADVISOR$33K—
STRATEGIC ADVISORS, INC.04-2654524—ADVISOR$6K—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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