Ss&C Technologies, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Ss&C Technologies, Inc)

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, Ss&C Technologies, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Ss&C Technologies, Inc under EIN 06-1169696 and plan number 001. The latest loaded filing year is 2023. The filing reports 14,216 participants and $1,453,888,262 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ss&C Technologies, Inc
EIN
06-1169696
Plan number
001
Plan type
2
Location
Windsor, CT
Latest filing year
2023
Participants
14,216
End-of-year plan assets
$1,453,888,262

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202314,216H, C20241007083709NAL0014939025001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,453,888,262
Total liabilities (EOY)
$24,705
Net assets (EOY)
$1,453,863,557
Net assets (BOY)
$1,103,562,569

Income & contributions

Employer contributions
$58,644,947
Participant contributions
$117,790,968
Total contributions
$197,060,227
Total income / additions
$422,805,598

Expenses & distributions

Benefits paid
$89,759,347
Administrative expenses
$653,102
Total expenses
$90,525,676
Net increase / (decrease)
$332,279,922

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$595,964$02023
Ubs Financial ServicesINVESTMENT ADVISOR$56,250not reported in the loaded dataset2023
Cbiz Mhm LLCACCOUNTANT/AUDITOR$22,550not reported in the loaded dataset2023

Related Form 5500 pages