Employers › 98point6
Recordkeeping fees per participant · 98point6 Inc. Retirement Trust · plan year 2024
$70.99
Higher than 45% of the 14,075 plans $10 to 50M that report it.
= $22,505 / 317
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014140922NAL0001476243001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014140922NAL0001476243001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.
Administrative expenses excluding investment management, per participant
$70.99
Higher than 32% of the 24,371 plans $10 to 50M that report it.
= $22,505 / 317
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014140922NAL0001476243001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014140922NAL0001476243001, received 2025-10-14
Administrative expenses per participant
$70.99
Higher than 21% of the 25,098 plans $10 to 50M that report it.
= $22,505 / 317
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014140922NAL0001476243001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014140922NAL0001476243001, received 2025-10-14
Administrative expenses as a share of assets
0.104%
Higher than 21% of the 25,132 plans $10 to 50M that report it.
= $22,505 / $21,680,679
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014140922NAL0001476243001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014140922NAL0001476243001, received 2025-10-14
Employer contributions per participant
$517
Higher than 7% of the 24,050 plans $10 to 50M that report it.
= $163,752 / 317
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014140922NAL0001476243001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014140922NAL0001476243001, received 2025-10-14
Employer share of total contributions
16.9%
Higher than 17% of the 24,084 plans $10 to 50M that report it.
= $163,752 / $969,187
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014140922NAL0001476243001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014140922NAL0001476243001, received 2025-10-14
Plan terms are not published in public filings.
2A age/service-weighted · 2E profit-sharing · 2J 401(k) feature · 2K 401(m) arrangement · 2F ERISA 404(c) plan · 2G fully participant-directed · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014140922NAL0001476243001, received 2025-10-14
| Field | Value | Source |
|---|---|---|
| Plan sponsor | 98POINT6 INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014140922NAL0001476243001, received 2025-10-14 |
| Plan name | 98POINT6 INC. RETIREMENT TRUST | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014140922NAL0001476243001, received 2025-10-14 |
| Sponsor EIN / plan number | 47-3490194 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014140922NAL0001476243001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014140922NAL0001476243001, received 2025-10-14 |
| Sponsor location | SEATTLE, WA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014140922NAL0001476243001, received 2025-10-14 |
| Industry (business code) | 541600, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014140922NAL0001476243001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014140922NAL0001476243001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014140922NAL0001476243001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014140922NAL0001476243001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014140922NAL0001476243001, received 2025-10-14 |
| Participants, beginning of year | 589 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014140922NAL0001476243001, received 2025-10-14 |
| Active participants | 25 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014140922NAL0001476243001, received 2025-10-14 |
| Participants, end of year | 317 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014140922NAL0001476243001, received 2025-10-14 |
| Participants with an account balance | 317 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014140922NAL0001476243001, received 2025-10-14 |
| Total assets, beginning of year | $23,366,687 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014140922NAL0001476243001, received 2025-10-14 |
| Total assets, end of year | $21,680,679 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014140922NAL0001476243001, received 2025-10-14 |
| Net assets, end of year | $21,673,149 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014140922NAL0001476243001, received 2025-10-14 |
| Total income | $4,148,747 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014140922NAL0001476243001, received 2025-10-14 |
| Net income | $-1,693,538 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014140922NAL0001476243001, received 2025-10-14 |
| Employer contributions | $163,752 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014140922NAL0001476243001, received 2025-10-14 |
| Participant contributions | $747,449 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014140922NAL0001476243001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $57,986 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014140922NAL0001476243001, received 2025-10-14 |
| Total contributions | $969,187 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014140922NAL0001476243001, received 2025-10-14 |
| Benefit payments | $5,740,628 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014140922NAL0001476243001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $5,842,285 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014140922NAL0001476243001, received 2025-10-14 |
| Total administrative expenses | $22,505 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014140922NAL0001476243001, received 2025-10-14 |
| Recordkeeping fees | $22,505 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014140922NAL0001476243001, received 2025-10-14 |
| Administrative expenses excluding investment management | $22,505 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014140922NAL0001476243001, received 2025-10-14 |
| Held in mutual funds | $21,667,651 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014140922NAL0001476243001, received 2025-10-14 |
| Independent auditor | CLARK NUBER P.S. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014140922NAL0001476243001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014140922NAL0001476243001, received 2025-10-14.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| VANGUARD/ASCENSUSrecordkeeper | RECORDKEEPER | 15 Recordkeeping and information management | $22,505 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014140922NAL0001476243001, received 2025-10-14.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $23,366,687 | $21,680,679 | -7.2% |
| Participants with a balance | 586 | 317 | -45.9% |
| Administrative expenses | $0 | $22,505 | |
| Recordkeeping fees per participant | not reported | $70.99 | |
| Employer contributions | $563,349 | $163,752 | -70.9% |
Prior filing 20241014150236NAL0013496307001, received 2024-10-14; the plan years are contiguous.
Sponsor name as filed: 98POINT6 INC.; SEC registrant: 98POINT6 INC. (CIK 1640425, matched by EIN).