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Original filing (PDF)20251014133911NAL0003051425001
GRAPHPAD SOFTWARE, LLC DBA DOTMATICS
Form 5500
FILING_RECEIVED
DOTMATICS 401(K) PLAN
401(k) retirement plan
Active participants
320
Accounts w/ balance
378
Plan assets (EOY)
$34.7M
Net assets (EOY)
$34.7M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRAPHPAD SOFTWARE, LLC DBA DOTMATICS.
Plan sponsor
Name
GRAPHPAD SOFTWARE, LLC DBA DOTMATICS
EIN
82-3694359
Address
225 FRANKLIN ST. 26TH FLOOR · BOSTON, MA · 02210
Phone
(858) 454-5577
Industry
Custom Computer Programming· 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPING | $54K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVT ADVISORS LLC | 43-1451524 | — | FINANCIAL REPRESENTATIVE | $81K | — |
Investments
32 direct securities · 1 pooled fund· $34.7M(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.
Uncategorized
$34.4M
32 holdings
Common Collective Trust
$304K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares S&P 500 Mutual Fund NR | — | — | — | $5.2M | 14.9% | |
| BlackRock LifePath Index 2045 Mutual Fund NR | — | — | — | $3.1M | 8.8% | |
| BlackRock LifePath Index 2050 Mutual Fund NR | — | — | — | $2.9M | 8.3% | |
| BlackRock LifePath Index 2035 Mutual Fund NR | — | — | — | $2.5M | 7.2% | |
| Schwab Fundamental Intl Equity Mutual Fund NR | — | — | — | $2.5M | 7.1% | |
| Fidelity Large Cap Growth Mutual Fund NR | — | — | — | $2.5M | 7.1% | |
| Vanguard LifeStrategy Moderate Growth Mutual Fund NR | — | — | — | $2.1M | 6.1% | |
| BlackRock LifePath Index 2040 Mutual Fund NR | — | — | — | $2.1M | 6.0% | |
| Fidelity Emerging Markets Mutual Fund NR | — | — | — | $1.6M | 4.6% | |
| BlackRock LifePath Index 2055 Mutual Fund NR | — | — | — | $1.6M | 4.5% | |
| BlackRock LifePath Index 2060 Mutual Fund NR | — | — | — | $1.4M | 4.0% | |
| Fidelity Mid Cap Mutual Fund NR | — | — | — | $1.0M | 3.0% | |
| BlackRock LifePath Index 2030 Mutual Fund NR | — | — | — | $888K | 2.6% | |
| Fidelity Advisor Total Bond Mutual Fund NR | — | — | — | $692K | 2.0% | |
| BlackRock LifePath Index Retire Mutual Fund NR | — | — | — | $622K | 1.8% | |
| BlackRock High Yield Mutual Fund NR | — | — | — | $398K | 1.1% | |
| Nuveen Large Cap Value Mutual Fund NR | — | — | — | $388K | 1.1% | |
| Various, bearing interest from * Participant loans 4.25% - 9.50% - | — | — | — | $381K | 1.1% | |
| T Rowe Price Small Cap Value Mutual Fund NR | — | — | — | $365K | 1.1% | |
| BlackRock LifePath Index 2065 Mutual Fund NR | — | — | — | $328K | 0.9% | |
| Stable Value Fund Collective Trust NR | — | — | — | $304K | 0.9% | |
| STABLE VALUE FUND CLASS R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $304K | 0.9% | |
| JP Morgan Mid Cap Growth Mutual Fund NR | — | — | — | $299K | 0.9% | |
| Vanguard LifeStrategy Income Mutual Fund NR | — | — | — | $274K | 0.8% | |
| Vanguard LifeStrategy Growth Mutual Fund NR | — | — | — | $249K | 0.7% | |
| Parnassus Core Equity Mutual Fund NR | — | — | — | $233K | 0.7% | |
| AB Small Cap Growth Mutual Fund NR | — | — | — | $214K | 0.6% | |
| MFS Mid Cap Value Mutual Fund NR | — | — | — | $166K | 0.5% | |
| Vanguard Health Care Mutual Fund NR | — | — | — | $150K | 0.4% | |
| American Funds Cap World Bond Mutual Fund NR | — | — | — | $86K | 0.2% | |
| Allspring Special Small Cap Value Mutual Fund NR | — | — | — | $73K | 0.2% | |
| Vanguard LifeStrategy Conservative Growth Mutual Fund NR | — | — | — | $18K | <0.1% | |
| JPMorgan U.S. Govt Money Market Mutual Fund NR | — | — | — | $4K | <0.1% |
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