How big is 98point6 Inc.'s plan?

98point6 Inc.'s plan reported $21.7M in assets and 25 participants for 2024.

Original filing (PDF)20251014140922NAL0001476243001

98point6 Inc.

Name: 98point6 Inc. — 98point6 Inc. Retirement Trust, Form 5500 (2024)
Creator: 98point6 Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

98point6 Inc. Retirement Trust

401(k) retirement plan · 98point6 Inc.'s 98point6 Inc. Retirement Trust held $21.7M in plan assets for 25 participants in 2024, with Vanguard as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

Accounts w/ balance

317

Plan assets (EOY)

$21.7M

Net assets (EOY)

$21.7M

People on this filing

Claire SIMS signed 98point6 Inc.'s 2024 Form 5500 as plan administrator.

Claire SIMS — 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

98point6 Inc.'s EIN is 47-3490194.

EIN 47-3490194

Plan number 001

Plan year 2024

ACK ID 20251014140922NAL0001476243001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 98point6 Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

98point6 Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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How this plan invests

This plan

27 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

Delinquent participant contributions reported (Schedule H 4a) — 2K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

98POINT6 INC.

EIN

all filings

Address

1329 N 46TH ST · SEATTLE, WA · 98103

Phone

(206) 488-1134

Industry

Professional & Technical Services

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

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VANGUARD/ASCENSUS	11-3665754	DRESHER, PA	RECORDKEEPER	$23K	—

Investments

27 direct securities· $21.7M(100% of reported assets)

Mutual Funds

$18.9M

25 holdings

Common Collective Trusts

$2.7M

2 holdings

					% of plan
Vanguard Target Retirement 2030 Mutual Fund	Mutual Funds	—	—	$3.7M	17.0%
Vanguard Target Retirement 2050 Mutual Fund	Mutual Funds	—	—	$2.4M	11.1%
Vanguard Target Retirement 2045 Mutual Fund	Mutual Funds	—	—	$2.2M	10.2%
Vanguard Target Retirement 2040 Mutual Fund	Mutual Funds	—	—	$2.1M	9.5%
Vanguard Target Retirement 2055 Mutual Fund	Mutual Funds	—	—	$1.8M	8.5%
Vanguard 500 Index Mutual Fund	Common Collective Trusts	—	—	$1.7M	7.9%
Vanguard Target Retirement 2060 Mutual Fund	Mutual Funds	—	—	$1.6M	7.3%
Vanguard Target Retirement 2035 Mutual Fund	Mutual Funds	—	—	$1.3M	6.0%
Vanguard Growth Index Mutual Fund	Mutual Funds	—	—	$1.1M	4.9%
Vanguard Total Stock Market Index Mutual Fund	Common Collective Trusts	—	—	$1.0M	4.7%
Vanguard Mid Cap Index Mutual Fund	Mutual Funds	—	—	$861K	4.0%
Vanguard Total Bond Market Index Mutual Fund	Mutual Funds	—	—	$254K	1.2%
Vanguard Target Retirement 2020 Mutual Fund ** 992 * Vanguard Target Retirement 2025 Mutual Fund	Mutual Funds	—	—	$247K	1.1%
Vanguard Total International Stock Index Mutual Fund	Mutual Funds	—	—	$221K	1.0%
Vanguard Balanced Index Mutual Fund	Mutual Funds	—	—	$187K	0.9%
Vanguard Real Estate Index Mutual Fund	Mutual Funds	—	—	$167K	0.8%
Vanguard Target Retirement 2065 Mutual Fund	Mutual Funds	—	—	$164K	0.8%
Vanguard Mid-Cap Growth Index Mutual Fund	Mutual Funds	—	—	$137K	0.6%
Vanguard Small-Cap Index Mutual Fund	Mutual Funds	—	—	$122K	0.6%
Vanguard Small-Cap Growth Index Mutual Fund	Mutual Funds	—	—	$104K	0.5%
Vanguard Value Index Mutual Fund	Mutual Funds	—	—	$91K	0.4%
Vanguard Emerging Markets Stock Index Mutual Fund	Mutual Funds	—	—	$88K	0.4%
Vanguard Small-Cap Value Index Mutual Fund	Mutual Funds	—	—	$36K	0.2%
Vanguard Mid-Cap Value Index Mutual Fund	Mutual Funds	—	—	$36K	0.2%
Vanguard Short-Term Bond Index Mutual Fund	Mutual Funds	—	—	$27K	0.1%
Vanguard Total International Bond Index Mutual Fund	Mutual Funds	—	—	$9K	<0.1%
Vanguard Target Retirement Income Mutual Fund	Mutual Funds	—	—	$5K	<0.1%