# Plateau Software, INC. Dba Plateau Grp 401(k) Plan
Source: https://planprovider.pro/companies/plateau-software-inc-401k-plan

> Plateau Software, INC. Dba Plateau Grp's 401(k) plan: 232 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 232

- **Total Assets:** $8.2M

## 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.|

| 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|$29,960|—|$29,960|

| THE CAPITAL GROUP INV ADVISORY|ADVISOR|$26,270|—|$26,270|

| SIKICH CPA LLC|Auditor|$1,490|—|$1,490|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $57,720

- **Estimated Expense Ratio:** 0.707% 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|$57,720|$26,270|—|$1,490|—|

| 2023|$21,876|$4,950|—|—|—|

| 2022|$1,735|—|—|—|$1,735|

## Similar Plans

- [Tenica And Associates LLC](https://planprovider.pro/companies/tenica-and-associates-llc-401k-plan) — 235 participants

- [Intact Technology INC](https://planprovider.pro/companies/intact-technology-inc-401k-plan) — 235 participants

- [Tiber Creek Consulting, INC](https://planprovider.pro/companies/tiber-creek-consulting-inc-401k-plan) — 237 participants

- [Idexcel, INC.](https://planprovider.pro/companies/idexcel-inc-plan-001) — 238 participants

- [Integral Federal, INC.](https://planprovider.pro/companies/integral-federal-inc-plan) — 219 participants

- [Bixal Solutions INC.](https://planprovider.pro/companies/bixal-solutions-inc-plan-001) — 245 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/plateau-software-inc-401k-plan)

© 2026 PlanProvider.Pro