Flexera Software LLC 401(K) Plan — Form 5500 plan (Flexera Software LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Flexera Software LLC 401(K) Plan is a benefit plan reported by Flexera Software LLC under EIN 26-2093996 and plan number 001. The latest loaded filing year is 2023. The filing reports 890 participants and $119,664,838 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Flexera Software LLC
- EIN
- 26-2093996
- Plan number
- 001
- Plan type
- 2
- Location
- Itasca, IL
- Latest filing year
- 2023
- Participants
- 890
- End-of-year plan assets
- $119,664,838
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 890 | H, C | 20241007150405NAL0007705011001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $119,664,838
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $119,664,838
- Net assets (BOY)
- $99,645,525
Income & contributions
- Employer contributions
- $1,311,722
- Participant contributions
- $8,086,294
- Total contributions
- $11,545,217
- Total income / additions
- $30,737,164
Expenses & distributions
- Benefits paid
- $10,566,906
- Administrative expenses
- $123,196
- Total expenses
- $10,717,851
- Net increase / (decrease)
- $20,019,313
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services LLC | ADVISOR | $50,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $44,644 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $20,178 | not reported in the loaded dataset | 2023 |
| Miller Cooper & Co Ltd | ACCOUNTING | $8,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Flexera Software LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Itasca, IL
- Kestra Investment Services LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Miller Cooper & Co Ltd — Schedule C compensation