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Sponsor portfolio

ACT 4 SOFTWARE, INC.

EIN 82-0745711-e-learning-Latest filing 2025
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
13
182 TANGO WAY - SAN LUIS OBISOP, CA 93401916-802-1659LinkedIn11-50 employeese-learning
Plans on this EIN
2 filings
#004TraditionalDB-$3.4M - 6 part#003401k-$2.5M - 7 part

Retirement portfolio analytics

2 plans aggregated / $5.8M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • PLAN & TRUST (#004)58%
  • PLAN & TRUST (#003)42%
Total $5.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#003)7
  • PLAN & TRUST (#004)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#004

ACT 4 SOFTWARE DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$3.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ACT 4 SOFTWARE 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$2.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004ACT 4 SOFTWARE DEFINED BENEFIT PLAN & TRUSTTraditionalDB$3.4M62025
003ACT 4 SOFTWARE 401(K) PROFIT SHARING PLAN & TRUST401k$2.5M72025
Retirement plans
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