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Original filing (PDF)20250808052003NAL0012465138001
ISOFTSTONE, INC.
Form 5500
FILING_RECEIVED
ISOFTSTONE 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
97
Accounts w/ balance
208
Plan assets (EOY)
$13.5M
Net assets (EOY)
$13.5M
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 (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ISOFTSTONE, INC..
Plan sponsor
Name
ISOFTSTONE, INC.
EIN
98-0544121
Address
188 106TH AVE NE, SUITE 610 · BELLEVUE, WA · 98004
Phone
(425) 216-6300
Industry
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
2025-08-08
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)
Audit & trust (Schedule H)
Auditor
CLARK NUBER P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $20K | — |
Investments
27 direct securities· $13.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NATIONWIDE S&P 500 INDEX R6 | Registered Investment Companies | — | — | $2.3M | 17.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.3M | 9.9% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $1.2M | 9.1% | |
| BLACKROCK GLBL ALLOCATION INST | Registered Investment Companies | — | — | $1.1M | 8.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.1M | 8.1% | |
| NATIONWIDE MD CP MKT IND R6 | Registered Investment Companies | — | — | $1.1M | 7.9% | |
| COLUMBIA SMALL CAP IDX I | Registered Investment Companies | — | — | $563K | 4.2% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $510K | 3.8% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $465K | 3.4% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $376K | 2.8% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $368K | 2.7% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $346K | 2.6% | |
| MASSACHUSETTS INVESTORS TR R6 | Registered Investment Companies | — | — | $317K | 2.4% | |
| AMERICAN FUNDS INT GR & INC R6 | Registered Investment Companies | — | — | $298K | 2.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $265K | 2.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $243K | 1.8% | |
| COLUMBIA DIV INC FUND I | Registered Investment Companies | — | — | $227K | 1.7% | |
| NATIONWIDE INTL INDEX - A | Registered Investment Companies | — | — | $210K | 1.6% | |
| INVESCO CORE BOND R6 | Registered Investment Companies | — | — | $201K | 1.5% | |
| PGIM SHORT TERM CORP BOND R6 | Registered Investment Companies | — | — | $159K | 1.2% | |
| BLK INFLATION PROT BOND INSTL | Registered Investment Companies | — | — | $154K | 1.1% | |
| MACQUARIE SYST EMMKTS EQ INST | Registered Investment Companies | — | — | $133K | 1.0% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $125K | 0.9% | |
| PRINCIPAL RE SECURITIES I | Registered Investment Companies | — | — | $107K | 0.8% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $102K | 0.8% | |
| LORD ABBETT HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $42K | 0.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $31K | 0.2% |
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