# Strategies 360, INC. 401(k) Plan
Source: https://planprovider.pro/companies/strategies-360-inc-401k-plan

> Strategies 360, INC.'s 401(k) plan: 66 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| SMITH BUNDAY BERMAN BRITTON, P.S.|Auditor|—|—|$0|

## 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|$73,733|—|$73,733|—|—|

| 2023|$60,166|—|$60,166|—|—|

| 2022|$55,490|—|$55,490|—|—|

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