Plan Snapshot
- Plan Sponsor: Beyondsoft Consulting, INC.
- Sponsor EIN: 201880311
- Sponsor Address: 10700 NORTHUP WAY, BELLEVUE, WA, 98004
- Plan Type: 401(k)
- Total Participants: 387
- Total Assets: $34.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 387 | $34.4M | $568,675 | $3.0M |
| 2023 | 440 | $30.5M | $443,784 | $3.2M |
| 2022 | 513 | $23.4M | $784,452 | $3.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $9,785 | — | $9,785 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,785
- Estimated Expense Ratio: 0.028% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $54,686 | — | $44,901 | $9,785 | — |
| 2023 | $57,668 | — | $57,668 | — | — |
| 2022 | $38,811 | — | $38,811 | — | — |