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Original filing (PDF)20250924123659NAL0010593138001
CANTO SOFTWARE, INC.
Form 5500
FILING_RECEIVED
CANTO SOFTWARE 401(K) PLAN
401(k) retirement plan
Active participants
154
Accounts w/ balance
151
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
How this plan invests
This plan
1 pooled trust
Schedule D
18 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 (21 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CANTO SOFTWARE, INC..
Plan sponsor
Name
CANTO SOFTWARE, INC.
EIN
94-3174551
Address
3343 PEACHTREE RD NE STE 145-2447 · ATLANTA, GA · 30326
Phone
(312) 237-0411
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
2025-09-24
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | EENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWFRONT RETIREMENT SERVICES, INC | — | SAN FRANCISCO, CA | INVESTMENT ADVISOR | $6K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INS SERVICES OF SAN FRANCISCO INC | — | MT PLEASANT, SC | BROKER/ADVISER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DYATECH LLC | — | RIDGELAND, MS | CONTRACT ADMIN | $655 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
Investments
18 direct securities · 1 pooled fund· $4.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$4.8M
18 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH INDEX 2050 K Mutual fund | — | — | — | $1.1M | 23.7% | |
| BLACKROCK LIFEPATH INDEX 2055 K Mutual fund | — | — | — | $855K | 17.7% | |
| BLACKROCK LIFEPATH INDEX 2060 K Mutual fund | — | — | — | $665K | 13.7% | |
| BLACKROCK LIFEPATH INDEX 2045 K Mutual fund | — | — | — | $330K | 6.8% | |
| FIDELITY 500 INDEX Mutual fund | — | — | — | $305K | 6.3% | |
| FIDELITY TOTAL BOND K6 Mutual fund | — | — | — | $245K | 5.1% | |
| BLACKROCK LIFEPATH INDEX 2040 K Mutual fund | — | — | — | $211K | 4.4% | |
| BLACKROCK LIFEPATH INDEX 2035 K Mutual fund | — | — | — | $175K | 3.6% | |
| FIDELITY INTERNATIONAL INDEX Mutual fund | — | — | — | $162K | 3.4% | |
| DFA WORLD EX US CORE EQUITY INSTL Mutual fund | — | — | — | $139K | 2.9% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT K Mutual fund ** 437 DFA US SMALL CAPI Mutual fund | — | — | — | $114K | 2.4% | |
| FIDELITY US BOND INDEX Mutual fund | — | — | — | $106K | 2.2% | |
| JPMORGAN LARGE CAP GROWTH R6 Mutual fund | — | — | — | $105K | 2.2% | |
| FIDELITY EXTENDED MARKET INDEX Mutual fund | — | — | — | $93K | 1.9% | |
| HARTFORD DIVIDEND AND GROWTH R6 Mutual fund | — | — | — | $86K | 1.8% | |
| FIDELITY EMERGING MARKETS INDEX Mutual fund | — | — | — | $72K | 1.5% | |
| INVESCO PREMIER US GOVERNMENT MONEY INST Mutual fund | — | — | — | $22K | 0.4% | |
| BLACKROCK LIFEPATH INDEX 2065 K Mutual fund | — | — | — | $5K | 0.1% | |
| SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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