Plan Ledger DOL Form 5500 · updated monthly

Strategies 360, Inc.401(k)

STRATEGIES 360, INC. 401(K) PROFIT SHARING PLAN · SEATTLE, WA · plan year 2023

Reported admin expense ratio · 2023
0.62%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Strategies 360, Inc. reported $60,166 in plan administrative expenses for 2023: 0.62% of average plan assets, above the peer median. Employer contributions averaged $3,182 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.61% to 0.71%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Washington (1,041st of 1,714), and 7,821st of 11,654 in professional & technical services. In 2023, employees put in $3.39 for every $1.00 the employer contributed; active participation has shrunk from 136 to 113 since 2022.

Plan summary
Net assets, end of year$10,576,359
Participants with balances158
Active participants113
Employer contributions$359,612
Employee contributions$1,220,640
Employer contribution per active participant$3,182
Average account balance$66,939
Benefits paid to participants$1,553,633
Plan auditUnmodified (clean) audit opinion
AuditorSMITH BUNDAY BERMAN BRITTON, P.S.
Plan history3
Yearassets · accounts · employer contribution
2024$10.2M · 139 accts · $195K emplr
2023$10.6M · 158 accts · $360K emplr
2022$8.9M · 147 accts · $429K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$60,166
Total administrative$60,166
The Strategies 360, Inc. 401(k) match · 2023
Employer contribution per active participant$3,182
Median for plans this size$1,308
2024$2,953 per active participant
2023$3,182 per active participant
2022$3,155 per active participant

Strategies 360, Inc.'s 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
CLIFTONLARSONALLEN WEALTH ADVISORS$27,363
EMPOWER ADVISORY GROUP, LLC · Investment management$8,537
MAP RETIREMENT USA LLC · Contract administrator$2,600

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$73,733 · 0.71%
2023$60,166 · 0.62%
2022$55,490 · 0.61%
Same employer
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The Rushing Company WA$10.8M · 0.01%
Cloudfit Software LLC WA$10.7M · 0.63%
Auction Edge WA$10.5M · 0.65%
Teleion LLC WA$10.4M · 0.45%
Doxo, Inc. WA$10.2M · 0.13%
Domaintools, LLC WA$10.1M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911304555 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.