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

Yardi Systems, Inc. 401(k) Plan Facts

Plan name
YARDI SYSTEMS, INC. 401(K) PROFIT SHARING PLAN
Plan type
401(k) and profit sharing
Plan sponsor
YARDI SYSTEMS, INC.
Participants
6,069 (4,805 active employees)
Former employees with a balance
1,021
Plan assets
$780,469,841 at Dec 31, 2024
Average account balance
$134,726 across 5,793 accounts
Employer contributions
$44,552,274 in plan year 2024 (50% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1985
— 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 9, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $89.0 million went into the plan in contributions, $44.6 million of it from the employer (50%).
  • $36.4 million was paid out to participants.
  • Investment and other income added $103.6 million.
  • Administrative expenses were $129,146, about $22 per account.

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

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20194,060$326.0 million$22.5 million$13.4 million
20204,391$420.5 million$25.4 million$26.0 million
20214,679$518.7 million$27.3 million$21.4 million
20225,178$466.1 million$33.4 million$21.8 million
20235,779$624.4 million$38.8 million$21.8 million
20246,069$780.5 million$44.6 million$36.4 million

Yardi Systems, Inc. 401(k) Contact Information

Phone
805-699-2040
Mailing address
430 SOUTH FAIRVIEW AVE., GOLETA CA 93117
Plan sponsor
YARDI SYSTEMS, INC.
Employer identification number (EIN)
77-0049051
Plan number
002

Questions about the Yardi Systems, Inc. 401(k)

Does Yardi Systems, Inc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $44.6 million in employer contributions for plan year 2024.

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

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

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

6,069 participants at the start of plan year 2024, 4,805 of them active employees, and 1,021 former employees who still had money in the plan.

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

About $134,726 per account: $780.5 million in plan assets across 5,793 accounts with a balance at the end of plan year 2024.

Who manages the Yardi Systems, 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 Yardi Systems, 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.

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