Filings through .
Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
VERAPATH GLOBAL INVESTING, LLS11+ years Service code 26 · EIN 20-0097878 222 SOUTH MAIN STREE, SUITE 500 · SALT LAKE CITY, UT 84101 | Advisory (Participants) | $23,155 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-1526584 15130 MAIN STREET, SUITE 300 · MILL CREEK, WA 98012 | Recordkeeping | $15,345 |
11 funds of $250K or more; 13 lines in all, holding $19.1M of the plan's $20.4M. From the 2024 filing. Recordkeeper: Northwest Plan Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.1M | 26.5% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $2.5M | 13.2% |
| Emerging Markets Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $2.1M | 11.2% |
| Vanguard Small Cap Value Index Admi Vanguard · Mutual fund Index | $2.0M | 10.5% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $1.7M | 8.8% |
| DFA International Small Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $1.7M | 8.7% |
| Touchstone Sands Capital Emerg Mkts Manager not matched · Mutual fund | $1.1M | 5.7% |
| Grandeur Peak International Stalwarts Fund In Manager not matched · Mutual fund | $861K | 4.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $739K | 3.9% |
| Touchstone Sands Capital Select Growth Fund Class R6 Manager not matched · Mutual fund | $693K | 3.6% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.