How big is Outreach Corporation's plan?

Outreach Corporation's plan reported $46.6M in assets and 489 participants for 2024.

Original filing (PDF)20250923174523NAL0002693555001

Outreach Corporation

Name: Outreach Corporation — Outreach 401(k) Plan, Form 5500 (2024)
Creator: Outreach Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Outreach 401(k) Plan

401(k) retirement plan · Outreach Corporation's Outreach 401(k) Plan held $46.6M in plan assets for 489 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

489

Accounts w/ balance

1,003

Plan assets (EOY)

$46.6M

Net assets (EOY)

$46.6M

People on this filing

Stephen Epling signed Outreach Corporation's 2024 Form 5500 as plan administrator.

Stephen Epling — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Outreach Corporation's EIN is 45-0914779.

EIN 45-0914779

Plan number 001

Plan year 2024

ACK ID 20250923174523NAL0002693555001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Outreach Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Outreach Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OUTREACH CORPORATION.

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Bottom-decile employer contributions per participant (3rd percentile).

Helping the score

Below-peer total plan cost (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

OUTREACH CORPORATION

EIN

all filings

Address

333 ELLIOTT AVE W. · STE 500 · SEATTLE, WA · 98119

Phone

(303) 910-7222

Industry

Software Publishers· Information / Tech / Media

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

2025-09-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2S · Automatic enrollment

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$21K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
USI ADVISORS INC	06-1397347	—	ADVISOR	$36K	—
STRATEGIC ADVISORS, INC.	04-2654524

Investments

32 direct securities· $46.5M(100% of reported assets)

Mutual Funds

$36.7M

27 holdings

Common Collective Trusts

$9.0M

1 holding

Other securities

$602K

3 holdings

Bonds / Notes

$128K

1 holding

					% of plan
Vanguard 500 Index Adm Mutual Fund	Common Collective Trusts	—	—	$9.0M	19.3%
Vanguard Target Retirement 2055 Mutual Fund	Mutual Funds	—	—	$8.5M	18.3%
Vanguard Target Retirement 2050 Mutual Fund	Mutual Funds	—	—	$6.7M	14.4%
Vanguard Target Retirement 2060 Mutual Fund	Mutual Funds	—	—	$4.9M	10.5%
Vanguard Target Retirement 2045 Mutual Fund	Mutual Funds	—	—	$4.0M	8.7%
Vanguard Target Retirement 2040 Mutual Fund	Mutual Funds	—	—	$2.6M	5.5%
Vanguard Growth Index Adm Mutual Fund	Mutual Funds	—	—	$1.4M	3.0%
Vanguard Target Retirement 2035 Mutual Fund	Mutual Funds	—	—	$1.3M	2.7%
Vanguard Mid Cap Index Adm Mutual Fund	Mutual Funds	—	—	$1.2M	2.5%
Vanguard Small-Cap Index Adm Mutual Fund	Mutual Funds	—	—	$786K	1.7%
Vanguard Target Retirement 2065 Mutual Fund	Mutual Funds	—	—	$746K	1.6%
Vanguard Target Retirement 2030 Mutual Fund	Mutual Funds	—	—	$686K	1.5%
Vanguard Total Bond Market Index Adm Mutual Fund	Mutual Funds	—	—	$604K	1.3%
Vanguard Developed Mkts Index Adm Mutual Fund	Mutual Funds	—	—	$591K	1.3%
American Funds New Perspective R6 Mutual Fund	Mutual Funds	—	—	$541K	1.2%
Janus Henderson Enterprise I Mutual Fund	Mutual Funds	—	—	$422K	0.9%
Vanguard Equity Income Adm Mutual Fund	Mutual Funds	—	—	$383K	0.8%
Victory Sycamore Established Value I Mutual Fund	Other securities	—	—	$337K	0.7%
DFA U.S. Targeted Value Portfolio I Mutual Fund	Mutual Funds	—	—	$282K	0.6%
Fidelity Government Money Market Class K6 Mutual Fund	Mutual Funds	—	—	$255K	0.5%
Vanguard Real Estate Index Adm Mutual Fund	Mutual Funds	—	—	$218K	0.5%
Vanguard Target Retirement 2025 Mutual Fund	Mutual Funds	—	—	$174K	0.4%
American Funds New World R6 Mutual Fund	Mutual Funds	—	—	$167K	0.4%
Principal Diversified Intl Instl Mutual Fund	Other securities	—	—	$146K	0.3%
Participant Loans 9.50%, due through December 2029 -	Bonds / Notes	—	—	$128K	0.3%
Janus Henderson Triton N Mutual Fund	Mutual Funds	—	—	$123K	0.3%
Eaton Vance High Income Opportunities I Mutual Fund	Other securities	—	—	$119K	0.3%
Invesco Oppy Intl Growth R6 Mutual Fund	Mutual Funds	—	—	$119K	0.3%
Vanguard Target Retirement 2070 Mutual Fund	Mutual Funds	—	—	$83K	0.2%
DFA Inflation-Protected Sec Port I Mutual Fund	Mutual Funds	—	—	$22K	<0.1%
Vanguard Target Retirement Income Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
Vanguard Target Retirement 2020 Mutual Fund	Mutual Funds	—	—	$4K	<0.1%