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

Software One, Inc. 401(k) Plan Facts

Plan name
SOFTWARE ONE, INC. 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SOFTWARE ONE, INC.
Participants
604 (396 active employees)
Former employees with a balance
215
Plan assets
$51,010,750 at Dec 31, 2024
Average account balance
$85,302 across 598 accounts
Employer contributions
$2,086,715 in plan year 2024 (27% of all contributions)
Recordkeeper
Empower Annuity Insurance Company O
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 15, 1996
✓ 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 7, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $7.88 million went into the plan in contributions, $2.09 million of it from the employer (27%).
  • $7.58 million was paid out to participants.
  • Investment and other income added $6.65 million.
  • Administrative expenses were $159,868, about $267 per account.

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

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019402$24.9 million$1.06 million$2.29 million
2020431$33.3 million$1.37 million$1.63 million
2021481$38.4 million$1.51 million$5.34 million
2022578$33.3 million$1.76 million$4.49 million
2023565$44.2 million$1.94 million$4.07 million
2024604$51.0 million$2.09 million$7.58 million

Software One, Inc. 401(k) Contact Information

Phone
262-317-5565
Mailing address
320 EAST BUFFALO STREET, SUITE 200, MILWAUKEE WI 53202
Plan sponsor
SOFTWARE ONE, INC.
Employer identification number (EIN)
39-1501504
Plan number
001

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

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

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.09 million, 27% of all contributions.

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

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

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

604 participants at the start of plan year 2024, 396 of them active employees, and 215 former employees who still had money in the plan.

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

About $85,302 per account: $51.0 million in plan assets across 598 accounts with a balance at the end of plan year 2024.

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

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY O) is the plan's recordkeeper, which is where participants log in to see their balance.

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

Your account stays with Empower 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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