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Original filing (PDF)20250719220412NAL0003363553001
PRIME 8 LLC
Form 5500
FILING_RECEIVED
PRIME 8 CONSULTING 401(K) PLAN
401(k) retirement plan
Signals · 2
~78 bps in Sched C feesNo recordkeeper disclosed
Active participants
165
Accounts w/ balance
166
Plan assets (EOY)
$9.6M
Net assets (EOY)
$9.6M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 78 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRIME 8 LLC.
Plan sponsor
Name
PRIME 8 LLC
DBA
PRIME 8 CONSULTING
EIN
20-5815277
Address
11225 SE 6TH ST · SUITE C280 · BELLEVUE, WA · 98004
Phone
(425) 449-8170
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
2025-07-19
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRIGHTON JONES LLC | 91-2007475 | — | NONE | $51K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $24K | — |
Investments
27 direct securities · 1 pooled fund· $9.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$9.3M
27 holdings
Common Collective Trust
$275K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.9M | 19.5% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.5M | 15.1% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.3M | 13.7% | |
| Vanguard Interm-Term Invst Grade Adm Vanguard 0 50 Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $1.0M | 10.5% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $954K | 9.9% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $920K | 9.5% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $369K | 3.8% | |
| METLIFE GAC-25053 CLASS 0 METLIFE(RELIANCE TRUST) · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $275K | 2.9% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $243K | 2.5% | |
| Vanguard Target Retirement Income Fund Vanguard 0 85 Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $184K | 1.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $172K | 1.8% | |
| DFA U.S. Core Equity I DFA 0 | — | — | — | $145K | 1.5% | |
| DFA Emerging Markets Core Equity I DFA 0 | — | — | — | $118K | 1.2% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $94K | 1.0% | |
| DFA Global Equity Portfolio I DFA 0 | — | — | — | $92K | 1.0% | |
| PIMCO Income Instl PIMCO 0 | — | — | — | $63K | 0.7% | |
| DFA Intl Core Equity Portfolio Instl DFA 0 | — | — | — | $52K | 0.5% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 339 Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $43K | 0.4% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $37K | 0.4% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $36K | 0.4% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $28K | 0.3% | |
| DFA Global Real Estate Securities DFA 0 | — | — | — | $26K | 0.3% | |
| DFA U.S. Core Equity II Fund Instl DFA 0 | — | — | — | $25K | 0.3% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $18K | 0.2% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $15K | 0.2% | |
| PIMCO High Yield Instl PIMCO 0 | — | — | — | $12K | 0.1% | |
| Nuveen Preferred Securities and Inc I Nuveen 0 | — | — | — | $10K | 0.1% | |
| PIMCO Low Duration Credit Instl PIMCO 0 | — | — | — | $8K | <0.1% |
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