Plan Snapshot
- Plan Sponsor: Plateau Software INC.
- Sponsor EIN: 911943247
- Sponsor Address: 2701 PROSPERITY AVE. SUITE 203, FAIRFAX, VA, 22031
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 182
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 182 | $1.4M | $0 | $0 |
| 2024 | 151 | $1.3M | $3.4M | $657,476 |
| 2023 | 173 | $623,067 | $2.6M | $444,993 |
| 2022 | 135 | $348,725 | $146,115 | $33,641 |
| 2021 | 140 | $108,400 | $1.8M | $392,490 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP, LLC | Investment Advisor | $203,485 | — | $203,485 |
| THE CAPITAL GROUP | Investment Advisor | $83,518 | — | $83,518 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $71,792 | — | $71,792 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $358,795
- Estimated Expense Ratio: 26.570% 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 | $3,797,246 | — | $201,372 | — | — |
| 2024 | $193,299 | — | $193,299 | — | — |
| 2023 | $187,736 | — | $187,736 | — | — |
| 2022 | $13,210 | — | $13,210 | — | — |
| 2021 | $162,544 | — | $162,544 | — | — |