Plan Snapshot
- Plan Sponsor: Isoftstone, INC.
- Sponsor EIN: 980544121
- Sponsor Address: 188 106TH AVE NE, SUITE 610, BELLEVUE, WA, 98004
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $13.5M
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 | 97 | $13.5M | $222,234 | $1.1M |
| 2023 | 97 | $11.1M | $237,553 | $940,039 |
| 2022 | 113 | $9.3M | $236,810 | $854,700 |
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 |
|---|---|---|---|---|
| CLARK NUBER P.S. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $22,036 | $19,506 | — | — | — |
| 2023 | $18,210 | $15,555 | — | — | — |
| 2022 | $16,711 | — | — | — | — |