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Original filing (PDF)20250806134927NAL0006485986001
PLATEAU SOFTWARE, INC. DBA PLATEAU GRP
Form 5500
FILING_RECEIVED
PLATEAU SOFTWARE INC. 401(K)
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
232
Accounts w/ balance
209
Plan assets (EOY)
$8.2M
Net assets (EOY)
$8.2M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
85
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 69 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLATEAU SOFTWARE, INC. DBA PLATEAU GRP.
Plan sponsor
Name
PLATEAU SOFTWARE, INC. DBA PLATEAU GRP
EIN
91-1943247
Address
2701 PROSPERITY AVE. · SUITE 203 · FAIRFAX, VA · 22031
Phone
(206) 601-3612
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
2025-08-06
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $30K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE CAPITAL GROUP INV ADVISORY | 46-4255096 | — | ADVISOR | $26K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
28 direct securities· $8.0M(98% of reported assets)
Uncategorized
$8.0M
27 holdings
Mutual Funds
$34K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $1.3M | 15.5% | |
| Fidelity Investments Fidelity Freedom Index 2040 Fund IPR | — | — | — | $1.2M | 14.7% | |
| Fidelity Investments Fidelity Freedom Index 2045 Fund IPR | — | — | — | $1.1M | 14.0% | |
| Fidelity Investments Fidelity Freedom Index 2035 Fund IPR | — | — | — | $973K | 11.9% | |
| Fidelity Investments Fidelity Freedom Index 2050 Fund IPR | — | — | — | $852K | 10.4% | |
| Fidelity Investments Fidelity Freedom Index 2030 Fund IPR | — | — | — | $421K | 5.2% | |
| Fidelity Investments Fidelity Freedom Index 2020 Fund IPR | — | — | — | $379K | 4.6% | |
| Fidelity Investments Fidelity Freedom Index 2055 Fund IPR | — | — | — | $363K | 4.4% | |
| Fidelity Investments Fidelity Freedom Index 2060 Fund IPR | — | — | — | $334K | 4.1% | |
| AllianceBernstein AB Large Cap Growth Fund Class Z | — | — | — | $234K | 2.9% | |
| Fidelity Investments Fidelity Freedom Index 2065 Fund IPR | — | — | — | $200K | 2.4% | |
| Fidelity Investments Fidelity Freedom Index 2025 Fund IPR | — | — | — | $131K | 1.6% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $87K | 1.1% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $73K | 0.9% | |
| FullerThaler Behavioral Small-Cap Equity Fund | — | — | — | $69K | 0.8% | |
| PIMCO RAE US Small Fund Institutional Class | — | — | — | $53K | 0.7% | |
| Fidelity Investments Fidelity Total Market Index Fund | — | — | — | $50K | 0.6% | |
| American Funds American Century Small Cap Growth Fund | Mutual Funds | — | — | $34K | 0.4% | |
| Fidelity Investments Fidelity Government Money Market Fund | — | — | — | $30K | 0.4% | |
| The Hartford The Hartford Dividend and Growth Fund | — | — | — | $30K | 0.4% | |
| BlackRock Mid-Cap Value Fund Class K | — | — | — | $26K | 0.3% | |
| Macquarie Mid Cap Growth Fund Class R6 | — | — | — | $19K | 0.2% | |
| Fidelity Investments Fidelity Freedom Index 2010 Fund IPR | — | — | — | $18K | 0.2% | |
| PGIM High Yield Fund Class R6 | — | — | — | $11K | 0.1% | |
| Parametric International Equity Fund Class R6 | — | — | — | $7K | <0.1% | |
| Fidelity Investments Fidelity Emerging Markets Fund Class K | — | — | — | $6K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index 2015 Fund IPR | — | — | — | $6K | <0.1% | |
| Fidelity Investments Fidelity Freedom Index Income Fund IPR | — | — | — | $3K | <0.1% |
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