# Plateau Software INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/plateau-software-inc-911943247-501

> Plateau Software INC.'s Health & Welfare plan: 182 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|

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