Trapeze Software Group 401(k) match, vesting and fees
What Trapeze Software Group'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 | Voya Retirement Ins and Annuity Co | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2023 medians for 93 defined-contribution plans in professional, scientific, and technical services with 10,000 to 49,999 participants.
| Trapeze Software Group: employer contribution per participant | $1,539 | |
| Peer median | $2,605 |
| Trapeze Software Group: average balance | $85,788 | |
| Peer median | $105,246 |
| Trapeze Software Group: admin expenses ÷ assets | 0.17% | |
| Peer median | 0.06% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $1.4B at the end of plan year 2023.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2023 | 16,388 | $1.4B | $24.2M | $1,539 | 0.17% | Not published | Form 5500 ↗ |
Common questions
Does Trapeze Software Group match 401(k) contributions?
The match terms for the Constellation Software (U.S.A.) Inc. Retirement Savings Plan have not been published from its filing yet. The plan year 2023 filing reports $24.2M in employer contributions, about $1,539 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trapeze Software Group 401(k) match vested?
The vesting schedule for the Constellation Software (U.S.A.) Inc. Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trapeze Software Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Voya Retirement Ins and Annuity Co. The plan administrator is Trapeze Software Group, Inc..
I left Trapeze Software Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trapeze Software Group, Inc., (847) 724-0808) or the recordkeeper, Voya Retirement Ins and Annuity Co. The Trapeze Software Group old 401(k) page lists the contacts from every plan filing. Find an old Trapeze Software Group 401(k)
Data from the public Form 5500 annual reports Trapeze Software Group filed with the U.S. Department of Labor (plan years 2023) 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 Trapeze Software Group. Not financial advice. Report a correction · Methodology