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Original filing (PDF)20250828093510NAL0005438851001
PLATEAU SOFTWARE INC.
Form 5500
FILING_RECEIVED
PLATEAU SOFTWARE INC. HEALTH AND WELFARE PLAN
Health & welfare plan
Signals · 3
100% in single holding~1504 bps in Sched C feesNo recordkeeper disclosed
Active participants
151
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
$620K
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Interest-Bearing Checking Account * UMB Bank, N.A. UMB Bank Commercial Performance Checking" is 100% of plan.
- 1504 bps in Schedule C fees — 2793% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PLATEAU SOFTWARE INC..
Plan sponsor
Name
PLATEAU SOFTWARE INC.
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
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-28
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
EMC CPAS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsBroker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE CAPITAL GROUP | 54-0654623 | — | BROKER | $85K | — |
| THE BENECON GROUP, LLC | 23-1315351 | — | BROKER | $32K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERITAIN HEALTH, AN AETNA COMPANY | 16-1264154 | — | ADMIN | $65K | — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $11K | — |
Investments
1 direct security· $1.2M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Interest-Bearing Checking Account * UMB Bank, N.A. UMB Bank Commercial Performance Checking | — | — | $1.2M | $1.2M | 96.6% |
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