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Original filing (PDF)20251010134502NAL0007799825001
SOFTWARE TECHNOLOGY GROUP, INC.
Form 5500
FILING_RECEIVED
SOFTWARE TECHNOLOGY GROUP 401(K) PLAN
401(k) retirement plan
Active participants
170
Accounts w/ balance
241
Plan assets (EOY)
$20.1M
Net assets (EOY)
$20.1M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 51 bps in Schedule C fees — 77% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOFTWARE TECHNOLOGY GROUP, INC..
Plan sponsor
Name
SOFTWARE TECHNOLOGY GROUP, INC.
EIN
87-0560658
Address
555 SOUTH 300 EAST · SALT LAKE CITY, UT · 84111
Phone
(801) 595-1000
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
2025-10-10
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)
Audit & trust (Schedule H)
Auditor
LARSON & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | — | RECORDKEEPING & INFO MGN | $23K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TWIN PEAKS WEALTH MANAGEMENT LLC | — | SALT LAKE CITY, UT | INVESTMENT ADVISOR | $54K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DWC THE 401(K) EXPERST | — | ST PAUL, MN | CONTRACT ADMIN | $15K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LARSON & CO | — | SOUTH JORDAN, UT | AUDITOR | $11K | — |
Investments
35 direct securities· $19.9M(99% of reported assets)
Uncategorized
$18.2M
34 holdings
Mutual Funds
$1.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group, Inc Target Retirement 2040 Fund | — | — | — | $2.0M | 10.0% | |
| Vanguard Group, Inc Target Retirement 2045 Fund | — | — | — | $1.9M | 9.5% | |
| Vanguard Group, Inc Total Stock Market Index Adm | — | — | — | $1.9M | 9.5% | |
| Vanguard Group, Inc Target Retirement 2030 Fund | — | — | — | $1.8M | 9.1% | |
| s * Vanguard Group, Inc 500 Index Adm | Mutual Funds | — | — | $1.7M | 8.5% | |
| Vanguard Group, Inc Target Retirement 2050 Fund | — | — | — | $1.5M | 7.5% | |
| Vanguard Group, Inc Growth Index Adm | — | — | — | $1.4M | 7.0% | |
| Vanguard Group, Inc Target Retirement 2035 Fund | — | — | — | $1.4M | 6.9% | |
| Vanguard Group, Inc Target Retirement 2055 Fund | — | — | — | $1.2M | 5.9% | |
| Vanguard Group, Inc Value Index Adm | — | — | — | $733K | 3.6% | |
| Vanguard Group, Inc Mid Cap Index Adm | — | — | — | $617K | 3.1% | |
| Vanguard Group, Inc Target Retirement 2025 Fund | — | — | — | $534K | 2.7% | |
| Vanguard Group, Inc Target Retirement 2060 Fund | — | — | — | $420K | 2.1% | |
| in (b) Identity of issue, borrower, (e) Current Interest lessor, or similar party (c) Description of investment value Money Market Account * Vanguard Group, Inc Vanguard Cash Reserves Federal MM | — | — | — | $401K | 2.0% | |
| Vanguard Group, Inc Small-Cap Growth Index Adm | — | — | — | $292K | 1.5% | |
| Vanguard Group, Inc FTSE All-World exUS S/C Idx Adm | — | — | — | $262K | 1.3% | |
| Vanguard Group, Inc Target Retirement Income Fund | — | — | — | $248K | 1.2% | |
| Vanguard Group, Inc Small-Cap Index Adm | — | — | — | $229K | 1.1% | |
| Vanguard Group, Inc Total Intl Stock Index Adm | — | — | — | $219K | 1.1% | |
| Vanguard Group, Inc Small-Cap Value Index Adm | — | — | — | $209K | 1.0% | |
| account balances. Maturities range from 2025 to 2036. | — | — | — | $126K | 0.6% | |
| Vanguard Group, Inc Dividend Apprec Index Adm | — | — | — | $124K | 0.6% | |
| Vanguard Group, Inc LifeStrategy Growth Inv | — | — | — | $99K | 0.5% | |
| Vanguard Group, Inc Target Retirement 2065 Fund | — | — | — | $79K | 0.4% | |
| Vanguard Group, Inc Inflation Protected Sec Adm | — | — | — | $79K | 0.4% | |
| Vanguard Group, Inc Total Intl Bond Index Adm | — | — | — | $76K | 0.4% | |
| Vanguard Group, Inc Emerging Mkts Stock Idx Adm | — | — | — | $62K | 0.3% | |
| Vanguard Group, Inc Real Estate Index Adm | — | — | — | $47K | 0.2% | |
| Vanguard Group, Inc Target Retirement 2020 Fund | — | — | — | $43K | 0.2% | |
| Vanguard Group, Inc Total Bond Market Index Adm | — | — | — | $38K | 0.2% | |
| Vanguard Group, Inc LifeStrategy Income Inv | — | — | — | $37K | 0.2% | |
| Vanguard Group, Inc Short-Term Bond Index Adm | — | — | — | $25K | 0.1% | |
| Vanguard Group, Inc LifeStrategy Consv Growth Inv | — | — | — | $12K | <0.1% | |
| Vanguard Group, Inc Target Retirement 2070 Fund | — | — | — | $6K | <0.1% | |
| Vanguard Group, Inc Developed Mkts Index Adm | — | — | — | $1K | <0.1% |
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