Employers › SS&C Technologies
Recordkeeping fees per participant · SS&C Technologies, Inc. 401(k) Retirement Savings Plan · plan year 2024
$25.77
Higher than 34% of the 790 plans over $1B that report it.
= $365,694 / 14,189
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251008083818NAL0005571473001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008083818NAL0005571473001, received 2025-10-08
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-08.
Administrative expenses excluding investment management, per participant
$27.75
Higher than 25% of the 1,045 plans over $1B that report it.
= $393,744 / 14,189
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008083818NAL0005571473001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008083818NAL0005571473001, received 2025-10-08
Administrative expenses per participant
$33.04
Higher than 15% of the 1,076 plans over $1B that report it.
= $468,744 / 14,189
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008083818NAL0005571473001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008083818NAL0005571473001, received 2025-10-08
Administrative expenses as a share of assets
0.026%
Higher than 25% of the 1,076 plans over $1B that report it.
= $468,744 / $1,797,361,469
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008083818NAL0005571473001, received 2025-10-08
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008083818NAL0005571473001, received 2025-10-08
Employer contributions per participant
$4,147
Higher than 57% of the 1,135 plans over $1B that report it.
= $58,837,481 / 14,189
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008083818NAL0005571473001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008083818NAL0005571473001, received 2025-10-08
Employer share of total contributions
28.4%
Higher than 34% of the 1,135 plans over $1B that report it.
= $58,837,481 / $207,160,711
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008083818NAL0005571473001, received 2025-10-08
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008083818NAL0005571473001, received 2025-10-08
Plan terms are described in SS&C Technologies, Inc's SEC filings: Form 10-K filed 2011-03-11. No term could be quoted from them with the required precision.
2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251008083818NAL0005571473001, received 2025-10-08
| Field | Value | Source |
|---|---|---|
| Plan sponsor | SS&C TECHNOLOGIES, INC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Plan name | SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Sponsor EIN / plan number | 06-1169696 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Sponsor location | WINDSOR, CT | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Industry (business code) | 541519, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Filing received | 2025-10-08 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Participants, beginning of year | 14,303 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Active participants | 11,166 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Participants, end of year | 14,548 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Participants with an account balance | 14,189 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Total assets, beginning of year | $1,453,888,262 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Total assets, end of year | $1,797,361,469 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Net assets, end of year | $1,797,305,671 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Total income | $453,055,627 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Net income | $343,442,114 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Employer contributions | $58,837,481 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Participant contributions | $121,919,423 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Other contributions (incl. rollovers) | $26,403,807 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Total contributions | $207,160,711 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Benefit payments | $109,049,243 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Total expenses (incl. benefit payments) | $109,613,513 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Total administrative expenses | $468,744 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Contract administrator fees | $1,800 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Recordkeeping fees | $365,694 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| IQPA audit fees | $26,250 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Investment advisory and management fees | $75,000 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Administrative expenses excluding investment management | $393,744 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Held in common/collective trusts | $856,720,872 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Held in mutual funds | $807,168,644 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251008083818NAL0005571473001, received 2025-10-08 |
| Independent auditor | CBIZ CPAS P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251008083818NAL0005571473001, received 2025-10-08 |
Position = column in the DOL layout for form year 2024. Filing 20251008083818NAL0005571473001, received 2025-10-08.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $454,706 | yes |
| UBS FINANCIAL SERVICES INC. | INVESTMENT ADVISOR | 27 Investment advisory (plan); 28 Investment management | $75,000 | no |
| CBIZ CPAS P.C. | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $26,250 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251008083818NAL0005571473001, received 2025-10-08.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,453,888,262 | $1,797,361,469 | 23.6% |
| Participants with a balance | 13,986 | 14,189 | 1.5% |
| Administrative expenses | $653,102 | $468,744 | -28.2% |
| Recordkeeping fees per participant | $40.74 | $25.77 | -36.7% |
| Employer contributions | $58,644,947 | $58,837,481 | 0.3% |
Prior filing 20241007083709NAL0014939025001, received 2024-10-07; the plan years are contiguous.
Sponsor name as filed: SS&C TECHNOLOGIES, INC; SEC registrant: SS&C TECHNOLOGIES INC (CIK 1011661, matched by EIN).