Filings through .
Filed December 16, 2013
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 |
|---|---|---|
NWPS3 years Service code 99 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Other Fees | $38,204 |
RBC WEALTH MANAGEMENT2 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $19,344 |
Filed as: MATRIX TRUST COMPANY Service code 18 · EIN 75-3182674 | Direct payment from the plan; Trustee... | $6,816 |
8 funds of $250K or more; 16 lines in all, holding $10.7M of the plan's $17.9M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: American Funds Target Date, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 6 vintages | $5.7M | 53.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 15.4% |
| American Balanced Fund Class R-4 Capital Group · Mutual fund | $1.4M | 12.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $408K | 3.8% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $307K | 2.9% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $285K | 2.7% |
| Eupac Fund Class R-4 Capital Group · Mutual fund | $162K | 1.5% |
| American Mutual Fund R4 Manager not matched · Mutual fund | $148K | 1.4% |
| Fidelity Low-Priced Stock Fund Fidelity (FMR) · Mutual fund | $136K | 1.3% |
| Standard Stable Asset Fund III Manager not matched · Insurance contract | $120K | 1.1% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.