Department of Labor filing

POSIT SOFTWARE, PBC

POSIT SOFTWARE 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Aug 27, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

90filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$6,566

Reported employer contributions per active participant.

Higher than about 93% of comparable plans

#People in the filing

302

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$28 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 82% of comparable plans

↗Investment performance

Not available

Plan assets changed 34.0%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202490out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions93rd percentileTypical peer $2,713 · based on 393 comparable plans

Lower reported administrative expense82nd percentileTypical peer $133 · based on 430 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, POSIT SOFTWARE, PBC reported $1,982,942 in employer contributions across the plan and 302 active participants. That works out to $6,566 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy83%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 26.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 147.3%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context90/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,982,942
Participant contributions: $4,628,322
Other contributions: $1,297,720
Employer share of reported contributions: 30.0%
Beginning assets: $28,093,407
Ending assets: $37,644,550
Ending net assets: $37,644,550
Ending liabilities: $0
Total income: $12,847,647
Total expenses: $3,296,504
Administrative expenses: $9,268
Participant loans: $174,387

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$5,180

2023

$7,841

2024

$6,566

Plan-paid administrative expenses per participant

2022

$11

2023

$18

2024

$28

Active participants

2022

285

2023

272

2024

302

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$6,566	302	37.6M	20250827112947NAL0004997763001
2023	$7,841	272	28.1M	20240731122302NAL0012667635001
2022	$5,180	285	16.7M	20230811152024NAL0060358706001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.5%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 264457115-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2013
Industry: Information
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2F2G2J2K2T3D2E

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250827112947NAL0004997763001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗