Software One, Inc. 401(k) Profit Sharing Plan
Sponsored by Software One, Inc. · EIN 391501504 · Plan #001
- Total assets
- $51.0M
- Net assets
- $51.0M
- Active participants
- 396
- With balances
- 598
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Denali Wealth Management, Inc. CRD 153323 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Denali Wealth Management | Investment advisory (plan) | $75,868 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $69,155 |
| Blue Chip Retirement Plans | Contract administrator | $17,697 |