Plan Ledger DOL Form 5500 · updated monthly

Ss&C Technologies, Inc401(k)

SS&C TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN · WINDSOR, CT · plan year 2024

Reported admin expense ratio · 2024
0.03%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Ss&C Technologies, Inc reported $468,744 in plan administrative expenses for 2024: 0.03% of average plan assets, below the peer median. Employer contributions averaged $5,269 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.06% to 0.03%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other professional & technical services employers. By assets it is the 18th-largest of 1,106 plans among Connecticut employers on file, and the 92nd of 11,654 in professional & technical services. In 2024, employees put in $2.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,797,305,671
Participants with balances14,189
Active participants11,166
Employer contributions$58,837,481
Employee contributions$121,919,423
Employer contribution per active participant$5,269
Average account balance$126,669
Benefits paid to participants$109,049,243
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.8B · 14,189 accts · $58.8M emplr
2023$1.5B · 13,986 accts · $58.6M emplr
2022$1.1B · 13,836 accts · $57.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$367,494
Investment management$75,000
Audit (IQPA)$26,250
Total administrative$468,744
The Ss&C Technologies, Inc 401(k) match · 2024
Employer contribution per active participant$5,269
Median for plans this size$5,259
2024$5,269 per active participant
2023$5,357 per active participant
2022$5,129 per active participant

Ss&C Technologies, Inc's 2024 employer contribution ran above the $5,259 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$454,706
UBS FINANCIAL SERVICES INC. · Investment advisory (plan) · Investment management$75,000
CBIZ CPAS P.C. · Accounting / audit$26,250

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$468,744 · 0.03%
2023$653,102 · 0.05%
2022$730,117 · 0.06%
Same employer
Similar plansProfessional & Technical Services · Connecticut
Open Text, Inc. CA$1.9B · 0.04%
The Aerospace Corporation CA$1.8B · 0.02%
The Mathworks, Inc. MA$1.8B · 0.04%
Dla Piper LLP (US) MD$1.7B · 0.03%
Covington & Burling LLP DC$1.7B · 0.04%
Cdm Smith Inc. MA$1.7B · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061169696 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.