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Original filing (PDF)20250815135107NAL0014485360001
CONSENSYS SOFTWARE INC.
Form 5500
FILING_RECEIVED
CONSENSYS SOFTWARE INC. 401(K) PLAN
401(k) retirement plan
Active participants
291
Accounts w/ balance
264
Plan assets (EOY)
$11.5M
Net assets (EOY)
$11.5M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSENSYS SOFTWARE INC..
Plan sponsor
Name
CONSENSYS SOFTWARE INC.
EIN
85-1704952
Address
5049 EDWARDS RANCH ROAD · FORT WORTH, TX · 76109
Phone
(201) 256-1122
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-08-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
Investments
29 direct securities· $11.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2050 Fund Institutional Premium Class Mutual Fund | — | — | — | $2.3M | 19.6% | |
| Fidelity Freedom Index 2055 Fund Institutional Premium Class Mutual Fund | — | — | — | $2.0M | 17.8% | |
| Fidelity Freedom Index 2045 Fund Institutional Premium Class Mutual Fund | — | — | — | $1.4M | 11.8% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $1.3M | 11.7% | |
| Fidelity Freedom Index 2060 Fund Institutional Premium Class Mutual Fund | — | — | — | $1.0M | 9.0% | |
| Fidelity Freedom Index 2040 Fund Institutional Premium Class Mutual Fund | — | — | — | $892K | 7.8% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | — | — | — | $700K | 6.1% | |
| Brokeragelink Fund Participant-Directed Brokerage Accounts | — | — | — | $440K | 3.8% | |
| Fidelity Freedom Index 2035 Fund Institutional Premium Class Mutual Fund | — | — | — | $412K | 3.6% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $156K | 1.4% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $113K | 1.0% | |
| Fidelity Freedom Index 2015 Fund Institutional Premium Class Mutual Fund ** 202 * Fidelity Freedom Index 2030 Fund Institutional Premium Class Mutual Fund | — | — | — | $109K | 0.9% | |
| Fidelity Real Estate Index Fund Mutual Fund | — | — | — | $81K | 0.7% | |
| Fidelity Freedom Index 2065 Fund Institutional Premium Class Mutual Fund | — | — | — | $75K | 0.7% | |
| DFA U.S. Small Cap Growth Portfolio Institutional Class Mutual Fund | — | — | — | $72K | 0.6% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $63K | 0.5% | |
| DFA U.S. Small Cap Value Portfolio Institutional Class Mutual Fund | — | — | — | $62K | 0.5% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $54K | 0.5% | |
| Baird Aggregate Bond Fund Class Institutional Mutual Fund | — | — | — | $41K | 0.4% | |
| Participant Loans to participants, bearing interest at 9.5% | — | — | — | $35K | 0.3% | |
| Fidelity Large Cap Value Index Fund Mutual Fund | — | — | — | $33K | 0.3% | |
| American Funds EuroPacific Growth Fund Class R-6 Mutual Fund | — | — | — | $30K | 0.3% | |
| PGIM High Yield Fund- Class R6 Mutual Fund | — | — | — | $26K | 0.2% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $20K | 0.2% | |
| Fidelity Government Money Market Fund Class K6 Mutual Fund | — | — | — | $16K | 0.1% | |
| Fidelity Small Cap Growth Index Fund Mutual Fund | — | — | — | $11K | <0.1% | |
| DFA Commodity Strategy Portfolio Institutional Class Shares Mutual Fund | — | — | — | $7K | <0.1% | |
| Fidelity Freedom Index Income Fund Institutional Premium Class Mutual Fund | — | — | — | $6K | <0.1% | |
| Fidelity Freedom Index 2010 Fund Institutional Premium Class Mutual Fund | — | — | — | $3K | <0.1% |
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