Back to filter
Original filing (PDF)20251014151015NAL0006513458001
SEVEN TWO, INC.
Form 5500
FILING_RECEIVED
SEVEN2/14FOUR 401(K) PLAN
401(k) retirement plan
Active participants
62
Accounts w/ balance
99
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEVEN TWO, INC..
Plan sponsor
Name
SEVEN TWO, INC.
DBA
SEVEN2, INC.
EIN
20-1084854
Address
244 WEST MAIN · SPOKANE, WA · 99201
Phone
(509) 624-1222
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEN CAPITAL INVESTMENT ADVISORS LLC | 42-4091726 | — | NONE | $33K | — |
| RANDALL & HURLEY, INC. | 91-1661080 | — | NONE | $3K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Custom Computer Programming plans
AMPCUS, INC.
AMPCUS, INC. 401(K) P/S PLAN
$6.5M · 387 participants
QUAVO, INC.
QUAVO, INC. 401(K) PLAN
$6.5M · 99 participants
KEY2 CONSULTING, INC.
KEY2 CONSULTING, INC. 401(K) PLAN
$6.5M · 44 participants
GLIA TECHNOLOGIES, INC.
GLIA TECHNOLOGIES 401(K) PLAN
$6.5M · 133 participants
BRADSHAW CONSULTING SERVICES, INC.
BRADSHAW CONSULTING SERVICES, INC. 401(K) PLAN
$6.5M · 18 participants
THE RND GROUP, INC.
THE RND GROUP 401(K) PLAN
$6.5M · 47 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants