· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SIMPATICO SOFTWARE SYSTEMS — SIMPATICO SOFTWARE 401(K)PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251002144935NAL0000944560001
SIMPATICO SOFTWARE SYSTEMS
Form 5500-SF
FILING_RECEIVED
SIMPATICO SOFTWARE 401(K)PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SIMPATICO SOFTWARE SYSTEMS
.
Find decision makers
Plan sponsor
Name
SIMPATICO SOFTWARE SYSTEMS
EIN
82-0570564
Address
8 ATLANTIC CROSSING · BARRINGTON, RI · 02806
Phone
(401) 558-0001
Industry
Custom Computer Programming
· Professional & Technical Services
see 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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Custom Computer Programming plans
RAM SOFTWARE SYSTEMS, INC.
RAM SOFTWARE SYSTEMS, INC. 401(K) PLAN
$3.1M · 14 participants
KNOWLEDGE SYSTEMS LLC
KNOWLEDGE SYSTEMS LLC 401(K) PROFIT SHARING PLAN
$3.1M · 31 participants
PROVANTAGE SOFTWARE, INC.
PRO VANTAGE SOFTWARE, INC 401(K) PROFIT SHARING PLAN
$3.1M · 4 participants
APPLIED BUSINESS SYSTEMS, INC.
APPLIED BUSINESS SYSTEMS, INC. PROFIT SHARING PLAN
$3.1M · 9 participants
HEALTHCARE INTERACTIVE, INC.
HEALTHCARE INTERACTIVE, INC. 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.1M · 29 participants
MIDWEST INFORMATION SYSTEMS, INC.
THE MIS, INC. AND PFS HOLDINGS, INC. 401(K) PLAN
$3.1M · 8 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B
