My Plan Facts

Texas › Professional, scientific and technical services › 1,000 to 4,999 participants

Form 5500 statement · plan year 1 Jan 2024 to 31 Dec 2024

Eci Software Solutions, Inc. 401(k) Plan

Sponsored by Eci Software Solutions, Inc., Fort Worth, TX

401(k) planautomatic enrollment

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.

$111Mnet assets, end of plan year+11% on the year
1,446participants1,065 active
$77,068net assets per participantsame-size median $50,295
$2,756employer contributions per active participantsame-size median $2,045

Eci Software Solutions, Inc. 401(k) Plan is a 401(k) plan sponsored by Eci Software Solutions, Inc. of Fort Worth, Texas. For the plan year ending 31 Dec 2024 it reported 1,446 participants, 1,065 of them active, and net assets of $111M.

Net assets came to $77,068 per participant, well above the $50,295 median for defined contribution plans with 1,000 to 4,999 participants and close to the $73,951 median for defined contribution plans in professional, scientific and technical services. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.

The employer contributed $2.9M during the year, or $2,756 per active participant against a same-size median of $2,045; participants contributed $9.6M and $2.1M arrived as rollovers and other contributions. Benefits paid out totalled $16.4M.

Schedule C lists 3 service provider organisations paid $5,000 or more, with reported compensation of $159K: $110 per participant, well above the same-size median of $82.08. Administrative expenses charged to the plan were $159K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.

Across the filings on record, net assets went from $7.5M in 2009 to $111M in 2024 (up 1386%), and participants from 411 to 1,446 (up 252%).

The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.

Compared with similar plans

MeasureThis planSame sizeSame industryAll US DC plans
Net assets per participant$77,068$50,295$73,951$53,102
Employer contributions per active participant$2,756$2,045$3,219$2,175
Schedule C compensation per participant$110$82.08$148$123
Schedule C compensation, share of net assets0.14%0.17%0.22%0.26%
Administrative expenses per participant$110$82.20$140$116

Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 1,000 to 4,999 participants (10,207 plans), professional, scientific and technical services (9,776) and all US plans (63,460). Fee medians cover plans that report an amount.

Trend by plan year

2009: $7.5M2010: $9.1M2011: $9.3M2012: $10.7M2013: $13.0M2014: $13.3M2015: $14.9M2016: $16.9M2017: $21.4M2018: $52.3M2019: $63.4M2020: $72.9M2021: $96.5M2022: $81.1M2023: $100M2024: $111M$7.5M$111M20092012201620202024
Net assets at year end
2009: 4112010: 3652011: 3822012: 4412013: 4592014: 5052015: 5332016: 5202017: 5572018: 8862019: 9502020: 9182021: 1,1192022: 1,4082023: 1,3872024: 1,4464111,44620092012201620202024
Participants at year end
Plan yearParticipantsNet assetsPer participantEmployer contributionsParticipant contributionsSchedule C compensation
20241,446$111M$77,068$2.9M$9.6M$159K
20231,387$100M$72,255$2.7M$8.9M$140K
20221,408$81.1M$57,570$2.6M$8.2M$141K
20211,119$96.5M$86,211$2.0M$6.6M$136K
2020918$72.9M$79,463$419K$4.5M$106K
2019950$63.4M$66,734$1.5M$4.3M$90K
2018886$52.3M$58,993$1.2M$3.5M$44K
2017557$21.4M$38,431$501K$2.0M$50K
2016520$16.9M$32,538$133K$1.8M$51K
2015533$14.9M$27,871$133K$1.5M$43K
2014505$13.3M$26,299—$1.1M$61K
2013459$13.0M$28,429—$922K$57K
2012441$10.7M$24,188—$872K$67K
2011382$9.3M$24,364—$721K$44K
2010365$9.1M$24,827—$733K$65K
2009411$7.5M$18,243—$712K$94K

Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.

Statement for the year

  • Net assets, beginning of year$100,217,952
  • Employer contributions$2,934,734
  • Participant contributions$9,637,311
  • Rollovers and other contributions$2,061,086
  • Total contributions$14,633,131
  • Total income, including investment results$27,818,733
  • Benefits paid$16,426,607
  • Administrative expenses$158,890
  • Total expenses$16,596,668
  • Net income$11,222,065
  • Net transfers$0
  • Net assets, end of year$111,440,017

Participants

  • Active participants1,065
  • Retired or separated, receiving benefits6
  • Retired or separated, entitled to future benefits375
  • Participants with account balances1,338
  • Total participants, end of year1,446

Fees and service providers

$159KSchedule C compensation to organisations$159K direct · $0 indirect
$110per participantsame-size median $82.08
0.14%of net assetssame-size median 0.17%
$159Kadministrative expenses charged to the plan$110 per participant
OrganisationServices reportedDirectIndirect
Fidelity Investments InstitutionalParticipant loan processing$101,626$0
LPL Financial LLCInvestment advisory (plan)$35,000$0
Strategic Advisors, Inc.Investment advisory (plan)$22,264$0

Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.

Administrative expenses on Schedule H

  • Recordkeeping fees$101,626
  • Investment advisory and management fees$57,264
  • Total administrative expenses$158,890

Investment structure

Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.

  • Registered investment companies (mutual funds)$107M · 96.4%
  • Insurance company general account$2.0M · 1.8%
  • Participant loans$1.4M · 1.3%
  • Receivables$549K · 0.5%
  • Common/collective trusts$57K · 0.1%
  • Cash (interest and non-interest bearing)$39K · 0.0%

Audit and compliance answers, as filed

  • Accountant's opinionUnmodified (unqualified)
  • Audit scope limited under ERISA section 103(a)(3)(C)Yes
  • Accounting firmBaker Tilly US, LLP
  • Participant contributions reported as transmitted lateNo
  • Covered by a fidelity bondYes, $2,000,000
  • Blackout period during the yearNo

These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.

Plan characteristics

  • 2EProfit-sharing plan
  • 2FERISA section 404(c) plan
  • 2GTotal participant-directed account plan
  • 2JCode section 401(k) feature
  • 2KCode section 401(m) arrangement
  • 2S401(k) plan or 403(b) plan that provides for automatic enrollment
  • 2TTotal or partial participant-directed account plan with a default investment account
  • 3DPre-approved pension plan

Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 541512: Computer Systems Design Services.

Similar plans in Texas

PlanSponsorParticipantsNet assetsPer participant
Bazaarvoice 401(k) PlanBazaarvoice, Inc.1,464$98.6M$67,356
Bigcommerce 401(k) PlanBigcommerce, Inc.1,431$48.0M$33,510
Feditc LLC 401(k) PlanFeditc LLC1,482$14.5M$9,755
Halff Associates, Inc. Employee Stock Ownership Plan and TrustHalff Associates, Inc.1,421$53.3M$37,537
Haynes and Boone Investment Directed Profit Sharing PlanHaynes and Boone, LLP1,506$310M$205,661
Linebarger Goggan Blair & Sampson and Its Affiliates Retirement PlanLinebarger Goggan Blair & Sampson, LLP1,419$130M$91,855

Defined contribution plans in professional, scientific and technical services closest in size.

Questions and answers

How big is Eci Software Solutions, Inc. 401(k) Plan?

1,446 participants at the end of the plan year ending 31 Dec 2024, of whom 1,065 were active employees, with net assets of $111,440,017. Among defined contribution plans that places it in the 1,000 to 4,999 participants band, which held 10,207 plans in plan year 2024.

What does Eci Software Solutions, Inc. contribute per participant?

The filing reports $2,934,734 in employer contributions for the year, which is $2,756 per active participant; the median for plans of the same type and size was $2,045 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.

What fees does the plan pay and how do they compare?

Schedule C reports $158,890 in compensation to service provider organisations, $110 per participant or 0.14% of net assets. The same-size median among plans reporting any Schedule C compensation was $82.08 per participant. Administrative expenses on Schedule H were $158,890. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.

Who runs the plan?

The sponsor is Eci Software Solutions, Inc.. Recordkeeping or administration: Fidelity Investments Institutional. Investment advisory or management: LPL Financial LLC and Strategic Advisors, Inc.. The financial statements were audited by Baker Tilly US, LLP. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.

Was the audit opinion unqualified?

The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.

How current is this, and does it show my balance?

This is the Form 5500 for the plan year 1 Jan 2024 to 31 Dec 2024, received by the Department of Labor on 29 Sep 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 52-2173853, plan 001, received 29 Sep 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.