SS&C Technologies 401(k) match, vesting and fees
What SS&C Technologies' 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 | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 94 defined-contribution plans in professional, scientific, and technical services with 10,000 to 49,999 participants.
| SS&C Technologies: employer contribution per participant | $4,147 | |
| Peer median | $2,636 |
| SS&C Technologies: average balance | $126,669 | |
| Peer median | $138,100 |
| SS&C Technologies: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.05% |
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 $1.5B at the end of plan year 2023 to $1.8B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 14,548 | $1.8B | $58.8M | $4,147 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 14,303 | $1.5B | $58.6M | $4,193 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does SS&C Technologies match 401(k) contributions?
The match terms for the Ss&C Technologies, Inc. 401(k) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $58.8M in employer contributions, about $4,147 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the SS&C Technologies 401(k) match vested?
The vesting schedule for the Ss&C Technologies, Inc. 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the SS&C Technologies 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Ss&C Technologies, Inc.
I left SS&C Technologies. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ss&C Technologies, Inc, (800) 234-0556) or the recordkeeper, Fidelity Investments Institutional. The SS&C Technologies old 401(k) page lists the contacts from every plan filing. Find an old SS&C Technologies 401(k)
Data from the public Form 5500 annual reports SS&C Technologies filed with the U.S. Department of Labor (plan years 2023 and 2024) 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 SS&C Technologies. Not financial advice. Report a correction · Methodology