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

Softserve, Inc. 401(k) Plan Facts

Plan name
SOFTSERVE, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SOFTSERVE, INC.
Participants
333 (285 active employees)
Former employees with a balance
98
Plan assets
$25,854,785 at Dec 31, 2024
Average account balance
$82,340 across 314 accounts
Employer contributions
$835,455 in plan year 2024 (16% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
May 1, 2011
✓ 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 Aug 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.20 million went into the plan in contributions, $835,455 of it from the employer (16%).
  • $2.90 million was paid out to participants.
  • Investment and other income added $3.21 million.
  • Administrative expenses were $85,503, about $272 per account.

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

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019150$3.61 million$95,039$164,828
2020199$5.80 million$138,687$562,547
2021209$8.18 million$122,214$970,346
2022250$9.89 million$640,633$536,170
2023295$15.8 million$806,616$1.41 million
2024333$25.9 million$835,455$2.90 million

Softserve, Inc. 401(k) Contact Information

Phone
908-472-5213
Mailing address
12800 UNIVERSITY DRIVE, SUITE 410, FORT MYERS FL 33907
Plan sponsor
SOFTSERVE, INC.
Employer identification number (EIN)
03-0387060
Plan number
001

Questions about the Softserve, Inc. 401(k)

Does Softserve, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $835,455, 16% of all contributions.

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

No. The plan does not report automatic enrollment; employees enroll themselves.

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

333 participants at the start of plan year 2024, 285 of them active employees, and 98 former employees who still had money in the plan.

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

About $82,340 per account: $25.9 million in plan assets across 314 accounts with a balance at the end of plan year 2024.

Who manages the Softserve, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

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

Your account stays with Fidelity NetBenefits 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.

Related Companies
Headquarter: 3985 STEVE REYNOLDS BLVD BLDG C, NORCROSS, GA, 30093
Headquarter: 5555 GLENRIDGE CONNECTOR SUITE 200, ATLANTA, GA, 30342
Headquarter: 8001 DEVELOPMENT DR, MORRISVILLE, NC, 275607416
Headquarter: 1100 LOUISIANA ST., 10TH FLOOR, HOUSTON, TX, 77002
Headquarter: 20408 BASHAN DRIVE SUITE 231, ASHBURN, VA, 20147