Plan Snapshot
- Plan Sponsor: Point B, INC.
- Sponsor EIN: 263473011
- Sponsor Address: 1420 5TH AVENUE SUITE 2200, SEATTLE, WA, 98101
- Plan Type: 401(k)
- Total Participants: 537
- Total Assets: $152.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 537 | $152.2M | $91 | $9.5M |
| 2023 | 671 | $149.2M | $0 | $12.3M |
| 2022 | 967 | $128.2M | $0 | $12.6M |
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 |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US LLP — Auditor
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 | $60,357 | — | — | — | — |
| 2023 | $92,272 | — | $300 | — | — |
| 2022 | $106,299 | — | — | — | — |