Perforce Software 401(k) match, vesting and fees
What Perforce Software's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Olsen Thielen & Co Ltd (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 266 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Perforce Software: employer contribution per participant | $1,792 | |
| Peer median | $2,664 |
| Perforce Software: average balance | $159,223 | |
| Peer median | $119,448 |
| Perforce Software: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.09% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $102M at the end of plan year 2021 to $209M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,360 | $209M | $2.3M | $1,792 | 0.03% | Not published | Form 5500 ↗ |
| 2024 | 1,512 | $187M | $1.7M | $1,217 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 1,381 | $133M | $1.8M | $1,361 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 1,431 | $115M | $1.4M | $1,038 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 986 | $102M | $1.1M | $1,147 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does Perforce Software match 401(k) contributions?
The match terms for the Perforce Software, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $2.3M in employer contributions, about $1,792 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Perforce Software 401(k) match vested?
The vesting schedule for the Perforce Software, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Perforce Software 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Perforce Software, Inc..
I left Perforce Software. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Perforce Software, Inc., (510) 864-7400) or the recordkeeper, Fidelity Investments Institutional. The Perforce Software old 401(k) page lists the contacts from every plan filing. Find an old Perforce Software 401(k)
Data from the public Form 5500 annual reports Perforce Software filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Perforce Software. Not financial advice. Report a correction · Methodology