How big is Pointclickcare Technologies USA Corp.'s plan?

Pointclickcare Technologies USA Corp.'s plan reported $94.0M in assets and 1,062 participants for 2024.

Original filing (PDF)20251010120144NAL0004574675001

Pointclickcare Technologies USA Corp.

Name: Pointclickcare Technologies USA Corp. — Pointclickca, Form 5500 (2024)
Creator: Pointclickcare Technologies USA Corp.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Pointclickcare Technologies USA Corp. 401(k) Plan

401(k) retirement plan · Pointclickcare Technologies USA Corp.'s Pointclickcare Technologies USA Corp. 401(k) Plan held $94.0M in plan assets for 1,062 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

1,062

Accounts w/ balance

1,080

Plan assets (EOY)

$94.0M

Net assets (EOY)

$94.0M

People on this filing

JEN Akinci signed Pointclickcare Technologies USA Corp.'s 2024 Form 5500 as plan administrator.

JEN Akinci — 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

Pointclickcare Technologies USA Corp.'s EIN is 98-0442503.

EIN 98-0442503

Plan number 001

Plan year 2024

ACK ID 20251010120144NAL0004574675001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pointclickcare Technologies USA Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pointclickcare Technologies USA Corp.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POINTCLICKCARE TECHNOLOGIES USA CORP..

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Plan sponsor

Name

POINTCLICKCARE TECHNOLOGIES USA CORP.

EIN

all filings

Address

10377 S JORDAN GATEWAY · SOUTH JORDAN, UT · 84095

Phone

(905) 858-8885

Industry

Professional & Technical Services

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

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$42K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FOREST CAPITAL MANAGEMENT LLC	46-5576228	—	ADVISOR/INVESTMENT ADV	$91K	—

Investments

27 direct securities· $81.8M(87% of reported assets)

Mutual Funds

$72.9M

23 holdings

Other securities

$9.0M

4 holdings

					% of plan
Vanguard Target Retirement 2050 Inv Mutual Fund	Mutual Funds	—	—	$10.3M	11.0%
Vanguard Target Retirement 2045 Inv Mutual Fund	Mutual Funds	—	—	$9.8M	10.4%
Vanguard Target Retirement 2035 Inv Mutual Fund	Mutual Funds	—	—	$9.3M	9.9%
Vanguard Target Retirement 2040 Inv Mutual Fund	Mutual Funds	—	—	$7.6M	8.1%
Vanguard Target Retirement 2055 Inv Mutual Fund	Mutual Funds	—	—	$7.2M	7.7%
JPMorgan Large Cap Growth R6 Mutual Fund	Other securities	—	—	$6.3M	6.7%
Vanguard Mid Cap Index Adm Mutual Fund	Mutual Funds	—	—	$4.1M	4.4%
Vanguard Target Retirement 2030 Inv Mutual Fund	Mutual Funds	—	—	$4.0M	4.3%
Vanguard Target Retirement 2060 Inv Mutual Fund	Mutual Funds	—	—	$3.1M	3.3%
American Funds American Mutual R6 Mutual Fund	Mutual Funds	—	—	$3.0M	3.2%
Vanguard Target Retirement 2025 Inv Mutual Fund	Mutual Funds	—	—	$2.6M	2.8%
Vanguard Small Cap Index Adm Mutual Fund	Mutual Funds	—	—	$2.5M	2.7%
Vanguard VMMR-Fed Money Market Money Market	Mutual Funds	—	—	$2.4M	2.5%
Vanguard International Growth Adm Mutual Fund	Mutual Funds	—	—	$1.3M	1.4%
Fidelity Global ex US Index Mutual Fund	Mutual Funds	—	—	$1.2M	1.3%
from participants maturing from 2025 to 2033	Other securities	—	—	$1.1M	1.2%
PIMCO Income Instl Mutual Fund	Mutual Funds	—	—	$913K	1.0%
JPMorgan Core Plus Bond R6 Mutual Fund	Other securities	—	—	$810K	0.9%
BlackRock High Yield Bond K Mutual Fund	Other securities	—	—	$777K	0.8%
American Funds New World R6 Mutual Fund	Mutual Funds	—	—	$730K	0.8%
Vanguard Target Retirement 2065 Inv Mutual Fund	Mutual Funds	—	—	$726K	0.8%
DFA Global Real Estate Securities I Mutual Fund	Mutual Funds	—	—	$541K	0.6%
Vanguard Short Inv Mutual Fund	Mutual Funds	—	—	$516K	0.5%
Vanguard Balance Index Adm Mutual Fund	Mutual Funds	—	—	$404K	0.4%
Vanguard Target Retirement 2070 Inv Mutual Fund	Mutual Funds	—	—	$274K	0.3%
Vanguard Target Retirement 2020 Inv Mutual Fund	Mutual Funds	—	—	$204K	0.2%
Vanguard Target Retirement Income Inv Mutual Fund	Mutual Funds	—	—	$144K	0.2%