PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SHAH SOFTWARE, INC.
Sponsor portfolio

SHAH SOFTWARE, INC.

EIN 75-2798653-computer software-Latest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
13
1 COLLINWAY PL DALLAS, TX 75230 - DALLAS, TX 75230800-968-2748shahsoftware.comLinkedIn1-10 employeescomputer software
Plans on this EIN
2 filings
#002CashBalance-$1.7M - 6 part#001ProfitSharing-$1.2M - 7 part

Retirement portfolio analytics

2 plans aggregated / $2.9M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • CASH BALANCE PLAN (#002)58%
  • PROFIT SHARING PLAN (#001)42%
Total $2.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)7
  • CASH BALANCE PLAN (#002)6
Total 13Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SHAH SOFTWARE, INC. CASH BALANCE PLAN

CashBalance

Assets$1.7M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SHAH SOFTWARE, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$1.2M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SHAH SOFTWARE, INC. CASH BALANCE PLANCashBalance$1.7M62024
001SHAH SOFTWARE, INC. PROFIT SHARING PLANProfitSharing$1.2M72024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica