Smartbear Software, Inc. 401(k) Plan: Login, Facts & Contact Information

Smartbear Software, Inc. 401(k) Plan Facts

Plan name
SMARTBEAR SOFTWARE, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SMARTBEAR SOFTWARE, INC.
Participants
570 (315 active employees)
Former employees with a balance
332
Plan assets
$39,046,333 at Dec 31, 2024
Average account balance
$61,490 across 635 accounts
Employer contributions
$935,357 in plan year 2024 (19% of all contributions)
Recordkeeper
Resources Investment Advisors, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2007
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.04 million went into the plan in contributions, $935,357 of it from the employer (19%).
  • $5.03 million was paid out to participants.
  • Investment and other income added $5.34 million.
  • Administrative expenses were $194,124, about $306 per account.

How the Smartbear Software, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019389$15.5 million$599,905$1.37 million
2020445$19.7 million$800,505$2.00 million
2021460$27.5 million$892,967$2.56 million
2022525$25.8 million$1.11 million$1.54 million
2023634$32.0 million$1.10 million$3.73 million
2024570$39.0 million$935,357$5.03 million

Smartbear Software, Inc. 401(k) Contact Information

Phone
617-684-2600
Mailing address
450 ARTISAN WAY 4TH FLOOR, SOMERVILLE MA 02145
Plan sponsor
SMARTBEAR SOFTWARE, INC.
Employer identification number (EIN)
94-3340607
Plan number
001

Questions about the Smartbear Software, Inc. 401(k)

Does Smartbear Software, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $935,357, 19% of all contributions.

Does the Smartbear Software, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Smartbear Software, Inc 401(k) plan?

570 participants at the start of plan year 2024, 315 of them active employees, and 332 former employees who still had money in the plan.

What is the average 401(k) balance at Smartbear Software, Inc?

About $61,490 per account: $39.0 million in plan assets across 635 accounts with a balance at the end of plan year 2024.

Who manages the Smartbear Software, Inc 401(k) accounts?

Capital Group / American Funds (listed on the filing as RESOURCES INVESTMENT ADVISORS, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Smartbear Software, Inc. How do I access my 401(k)?

Your account stays with Capital Group / American Funds after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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