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Original filing (PDF)20251010113842NAL0007633297001
BENTLEY SYSTEMS, INC.
Form 5500
FILING_RECEIVED
BENTLEY SYSTEMS, INCORPORATED PROFIT SHARING/401(K) PLAN
401(k) retirement plan
Signals · 3
25% employer stockNo recordkeeper disclosed7 service providers
Active participants
1,629
Accounts w/ balance
2,247
Plan assets (EOY)
$595.2M
Net assets (EOY)
$595.2M
How this plan invests
This plan
14 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- 25% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BENTLEY SYSTEMS, INC..
Plan sponsor
Name
BENTLEY SYSTEMS, INC.
EIN
95-3936623
Address
685 STOCKTON DRIVE · EXTON, PA · 19341
Phone
(610) 458-5000
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $123K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | NONE | $69K | — |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | NONE | $44K | — |
| CARON & BLETZER PLLC | — | KINGSTON, NH | NONE | $17K | — |
| ABOUND WEALTH MANAGEMENT LLC | 81-4120898 | — | NONE | $12K | — |
| BENEFIT TRUST COMPANY | — | OVERLAND PARK, KS | NONE | $8K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $4K | — |
Investments
18 direct securities · 14 pooled funds· $633.6M(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
$465.9M
18 holdings
Common Collective Trust
$167.7M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Bentley Systems, Incorporated Common Stock Common stock (nonparticipant directed) | — | — | — | $158.3M | 26.6% | |
| Vanguard Institutional Index Fund " | — | — | — | $62.4M | 10.5% | |
| JP Morgan US Equity I Fund " | — | — | — | $39.6M | 6.7% | |
| $ - (d) price Selling | — | — | — | $39.1M | 6.6% | |
| JPMorgan Large Cap Growth R6 Fund " | — | — | — | $31.1M | 5.2% | |
| COLUMBIA TRUST DIVIDEND INCOME INST AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 218 | Common Collective Trust | — | — | $30.7M | 5.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENT · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $24.6M | 4.1% | |
| Vanguard Mid Cap Index I Fund " | — | — | — | $19.9M | 3.3% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $18.3M | 3.1% | |
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $17.9M | 3.0% | |
| Fidelity Total Bond Fund " | — | — | — | $17.2M | 2.9% | |
| Vanguard Total Bond Market Index Fund Institutional Fund " | — | — | — | $17.2M | 2.9% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $17.0M | 2.9% | |
| Schwab Self-Directed Brokerage Self-directed brokerage accounts | — | — | — | $15.8M | 2.7% | |
| Vanguard Small Cap Index I Fund " | — | — | — | $14.4M | 2.4% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $14.0M | 2.3% | |
| Vanguard Total International Stock Index Institutional Fund " | — | — | — | $13.7M | 2.3% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $12.4M | 2.1% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $11.4M | 1.9% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $10.1M | 1.7% | |
| Royce Premier Institutional Fund " | — | — | — | $9.2M | 1.5% | |
| American Funds Europacific Growth R6 Fund " | — | — | — | $8.8M | 1.5% | |
| Empower T. Rowe Price Mid Cap Growth Institutional Fund " | — | — | — | $8.4M | 1.4% | |
| American Century Real Estate R6 Fund Mutual fund | — | — | — | $5.8M | 1.0% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $5.6M | 0.9% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $3.2M | 0.5% | |
| Participant Loans (4.25% - 9.50%) - | — | — | — | $1.9M | 0.3% | |
| Schwab Self-Directed Brokerage Roth " | — | — | — | $1.8M | 0.3% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.2% | |
| MFS New Discovery Value R6 Fund " | — | — | — | $1.2M | 0.2% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $968K | 0.2% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $149K | <0.1% |