Plan Snapshot
- Plan Sponsor: Plateau Software, INC. Dba Plateau Grp
- Sponsor EIN: 911943247
- Sponsor Address: 2701 PROSPERITY AVE., FAIRFAX, VA, 22031
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 312
- Total Assets: $11.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 312 | $11.4M | $0 | $0 |
| 2024 | 232 | $8.2M | $723,869 | $1.4M |
| 2023 | 234 | $5.0M | $586,301 | $1.1M |
| 2022 | 175 | $2.9M | $486,728 | $844,453 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $41,652 | — | $41,652 |
| THE CAPITAL GROUP INV ADVISORY | Investment Advisor | $27,939 | — | $27,939 |
| THE BALDWIN GROUP WEALTH ADVISORS | Investment Advisor | $8,948 | — | $8,948 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,539
- Estimated Expense Ratio: 0.687% 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 |
|---|---|---|---|---|---|
| 2025 | $1,422,001 | $36,887 | — | — | — |
| 2024 | $57,720 | $26,270 | — | $1,490 | — |
| 2023 | $21,876 | $4,950 | — | — | — |
| 2022 | $1,735 | — | — | — | $1,735 |