Plan Snapshot
- Plan Sponsor: Strategies 360, INC.
- Sponsor EIN: 911304555
- Sponsor Address: 1505 WESTLAKE AVE. N. SUITE 1000, SEATTLE, WA, 981096211
- Plan Type: 401(k)
- Total Participants: 66
- Total Assets: $10.2M
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 | 66 | $10.2M | $194,918 | $733,533 |
| 2023 | 113 | $10.6M | $359,612 | $1.2M |
| 2022 | 136 | $8.9M | $429,104 | $1.2M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN WEALTH ADVISORS | Other Service Provider | $32,676 | — | $32,676 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $20,258 | — | $20,258 |
| EMPOWER ADVISORY GROUP, LLC | Other Service Provider | $10,583 | — | $10,583 |
| MAP RETIREMENT USA LLC | Other Service Provider | $9,401 | — | $9,401 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $72,918
- Estimated Expense Ratio: 0.718% 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 | $73,733 | — | $73,733 | — | — |
| 2023 | $60,166 | — | $60,166 | — | — |
| 2022 | $55,490 | — | $55,490 | — | — |