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Original filing (PDF)20251015172433NAL0002700835001
CONSTELLATION SOFTWARE, INC.
Form 5500
FILING_RECEIVED
CONSTELLATION SOFTWARE INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
120
Accounts w/ balance
137
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FID 500 IND" is 30% of plan.
Helping the score
- Below-peer total fees (19 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONSTELLATION SOFTWARE, INC..
Plan sponsor
Name
CONSTELLATION SOFTWARE, INC.
EIN
88-3391150
Address
ONE WORLD TRADE CENTER · NEW YORK, NY · 10007
Phone
(914) 847-0562
Industry
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
2025-10-15
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
CBIZ CPA'S P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $10K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
22 direct securities · 1 pooled fund· $5.0M(98% 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.
Registered Investment Companies
$5.0M
22 holdings
Common Collective Trust
$41K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $1.5M | 29.0% | |
| VIC PIO FUNDAMENTAL GROWTH Y | Registered Investment Companies | — | — | $615K | 12.0% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $590K | 11.5% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $526K | 10.2% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $517K | 10.1% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $362K | 7.0% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $223K | 4.3% | |
| JPMORGAN US VALUE R6 | Registered Investment Companies | — | — | $131K | 2.5% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $92K | 1.8% | |
| AB SMALL CAP GROWTH I | Registered Investment Companies | — | — | $81K | 1.6% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $79K | 1.5% | |
| MFS MID CAP GROWTH FUND R3 | Registered Investment Companies | — | — | $77K | 1.5% | |
| BNYM INTERNATIONAL STOCK I | Registered Investment Companies | — | — | $49K | 1.0% | |
| VIRTUS KAR SMALL-CAP VALUE A | Registered Investment Companies | — | — | $42K | 0.8% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $41K | 0.8% | |
| INVESCO DEV MARKETS - Y | Registered Investment Companies | — | — | $35K | 0.7% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $25K | 0.5% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $23K | 0.5% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $21K | 0.4% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $10K | 0.2% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| AMF GLOBAL BALANCED FUND - R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $2K | <0.1% |