How big is Green Hills Software LLC's plan?

Green Hills Software LLC's plan reported $125.0M in assets and 251 participants for 2024.

Original filing (PDF)20250917123549NAL0000360465001

Green Hills Software LLC

Name: Green Hills Software LLC — Green Hills Software, Form 5500 (2024)
Creator: Green Hills Software LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Green Hills Software 401(k) Plan

401(k) retirement plan · Green Hills Software LLC's Green Hills Software 401(k) Plan held $125.0M in plan assets for 251 participants in 2024, with Merrill (Bank of America) as recordkeeper.

Signals · 2

31% in single holdingSelf-directed brokerage offered

Active participants

251

Accounts w/ balance

375

Plan assets (EOY)

$125.0M

Net assets (EOY)

$125.0M

People on this filing

David Morris signed Green Hills Software LLC's 2024 Form 5500 as plan administrator.

David Morris — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Green Hills Software LLC's EIN is 95-4079433.

EIN 95-4079433

Plan number 001

Plan year 2024

ACK ID 20250917123549NAL0000360465001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Green Hills Software LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Green Hills Software LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREEN HILLS SOFTWARE LLC.

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How this plan invests

This plan

42 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (2nd percentile).

Helping the score

High average account balance (90th percentile).

Plan sponsor

Name

GREEN HILLS SOFTWARE LLC

EIN

all filings

Address

30 WEST SOLA STREET · SANTA BARBARA, CA · 93101

Phone

(805) 965-6044

Industry

Software Publishers· Information / Tech / Media

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

2025-09-17

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

2K · 401(m) arrangement

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER AND S	13-5674085	—	RECORDKEEPER	$2K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
BARTLETT PRINGLE & WOLF, LLP	—	SANTA BARBARA, CA	ACCOUNTANT	$26K	—

Investments

42 direct securities· $125.0M(100% of reported assets)

Common Collective Trusts

$51.5M

4 holdings

Mutual Funds

$34.9M

14 holdings

Other securities

$21.7M

18 holdings

Cash / Money Market

$7.9M

2 holdings

Self-Directed Brokerage

$5.9M

1 holding

Common Stocks

$2.8M

2 holdings

Participant loans

$238K

1 holding

					% of plan
iShares S&P 500 Index Fund Instl	Common Collective Trusts	—	—	$39.3M	31.5%
iShares S&P 500 Index Fund Instl GM	Common Collective Trusts	—	—	$8.8M	7.0%
Blackrock Liquidity Fund T	Cash / Money Market	—	—	$7.6M	6.1%
Invesco Growth & Income Fund Y	Mutual Funds	—	—	$6.7M	5.4%
Invesco Growth & Income Fund Y GM	Mutual Funds	—	—	$6.4M	5.1%
Self-Directed Accounts	Self-Directed Brokerage	—	—	$5.9M	4.8%
Pimco Total Return Fund A GM	Mutual Funds	—	—	$5.5M	4.4%
Invesco American Franchise Y	Mutual Funds	—	—	$4.9M	3.9%
iShares MSCI EAFE Intrnl Instl	Other securities	—	—	$3.5M	2.8%
Pimco Total Return Fund A	Mutual Funds	—	—	$3.1M	2.5%
iShares US Aggregate Bond K GM	Other securities	—	—	$2.7M	2.2%
Invesco Diversified Dividend Fund CL A GM	Mutual Funds	—	—	$2.6M	2.1%
iShares Russell 2000 SM-CP Ins	Common Collective Trusts	—	—	$2.6M	2.1%
Janus Henderson Contrarian A	Mutual Funds	—	—	$2.2M	1.8%
iShares MSCI EAFE Intrnl Instl GM	Other securities	—	—	$2.1M	1.7%
iShares US Aggregate Bond K	Other securities	—	—	$2.0M	1.6%
BNY Mellon Technology GR CL A	Common Stocks	—	—	$1.6M	1.3%
Victory Trivalent Intl Small I	Other securities	—	—	$1.5M	1.2%
BNY Mellon Global Equity Income I GM	Other securities	—	—	$1.4M	1.1%
Calvert Equity Fund CL A	Common Stocks	—	—	$1.2M	1.0%
Deutsche Real Estate Sec CL R6	Other securities	—	—	$1.2M	1.0%
EV Worldwide Health Sciences Fund	Other securities	—	—	$1.0M	0.8%
BNY Mellon Global Equity Income I	Other securities	—	—	$912K	0.7%
Invesco Diversified Dividend Fund CL A	Mutual Funds	—	—	$872K	0.7%
Pimco Real Return BD Fund A	Mutual Funds	—	—	$849K	0.7%
Columbia Small Cap Val II A	Other securities	—	—	$796K	0.6%
iShares Russell 2000 SM-CP Ins GM	Common Collective Trusts	—	—	$791K	0.6%
JP Morgan Mid-Cap Val A GM	Other securities	—	—	$777K	0.6%
JP Morgan Mid-Cap Val A	Other securities	—	—	$749K	0.6%
Clearbridge Small Cap Growth A	Other securities	—	—	$693K	0.6%
Voya Mid-Cap Opportunities CL I	Other securities	—	—	$689K	0.6%
Virtus NJF Mid-Cap Value Fund	Other securities	—	—	$606K	0.5%
Invesco Oppenheimer Intl Growth F CL A	Mutual Funds	—	—	$527K	0.4%
Invesco Developing Markets FD CL A	Mutual Funds	—	—	$478K	0.4%
Virtus NFJ SM Cap Value Fund	Other securities	—	—	$437K	0.4%
MFS Emerging Markets Dbt Cl A	Mutual Funds	—	—	$410K	0.3%
Goldman Sachs Short Dur Gov A	Other securities	—	—	$364K	0.3%
Blackrock Global Allocation A	Other securities	—	—	$285K	0.2%
Invesco Intrnl Bond Fund A	Mutual Funds	—	—	$280K	0.2%
Blackrock Liquidity Fund T GM	Cash / Money Market	—	—	$258K	0.2%
Participant Loans	Participant loans	—	—	$238K	0.2%
Franklin US Gov't SEC Fund	Mutual Funds	—	—	$55K	<0.1%