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Original filing (PDF)20251013143526NAL0000715139001

SOFTTEK INTEGRATION SYSTEMS, INC.

Form 5500
FILING_RECEIVED
SOFTTEK INTEGRATION SYSTEMS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
348
Accounts w/ balance
374
Plan assets (EOY)
$22.7M
Net assets (EOY)
$22.7M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOFTTEK INTEGRATION SYSTEMS, INC..
Plan sponsor
Name
SOFTTEK INTEGRATION SYSTEMS, INC.
EIN
91-1864740
Address
5555 GLENRIDGE CONNECTOR · SUITE 200 · ATLANTA, GA · 30342
Phone
(460) 826-0479
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
AWERKAMP,GOODNIGHT, SCHWALLER & NE
Trustee / custodian
Trustee phone

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
STANCORP FINANCIAL GROUP93-1253576NONE$62K

Investments

22 direct securities · 1 pooled fund· $44.1M(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
$22.7M
22 holdings
Pooled Separate Account
$21.4M
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
MASTER SEPARATE ACCOUNT
MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900
Pooled Separate Account
$21.4M94.4%
JP Morgan Large Cap Growth$4.7M20.6%
Nuveen International Equity Index$3.9M17.4%
Schwab Fundamental U.S. Large Co Index$3.7M16.3%
Vanguard Intermediate Bond Index Admiral$1.9M8.4%
Vanguard Small Cap Growth Index Admiral$1.6M7.2%
DFA U.S. Targeted Value Portfolio$1.4M6.2%
Minnesota Life Guaranteed Return Account$1.0M4.6%
Morgan Stanley Global Fixed Income Opportunity I$922K4.1%
iShares S&P 500 Index Service$735K3.2%
Vanguard LifeStrategy Growth$546K2.4%
Vanguard Total Stock Market Index Admiral$503K2.2%
Vanguard LifeStrategy Moderate Growth$401K1.8%
Vanguard Mid Cap Growth Index Admiral$321K1.4%
maturing through 2051, collateralized by participant accounts$230K1.0%
American Funds New World Fund R6$182K0.8%
Vanguard Mid Cap Index Admiral$126K0.6%
MFS Mid Cap Growth$114K0.5%
Cohen & Steers RE Securities A$95K0.4%
Vanguard Mid Cap Value Index Admiral$74K0.3%
Janus Henderson Balanced A$66K0.3%
Vanguard LifeStrategy Conservative Growth$49K0.2%
Vanguard Short Inflation Protected Sec Index$39K0.2%

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