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Original filing (PDF)20251014140521NAL0006221442001
SOLID GROUND WASHINGTON
Form 5500
FILING_RECEIVED
SOLID GROUND WASHINGTON PROFIT SHARING RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
245
Accounts w/ balance
391
Plan assets (EOY)
$13.4M
Net assets (EOY)
$13.4M
How this plan invests
This plan
1 pooled trust
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOLID GROUND WASHINGTON.
Plan sponsor
Name
SOLID GROUND WASHINGTON
EIN
23-7421892
Address
1501 N 45TH STREET · SEATTLE, WA · 981036708
Phone
(206) 694-6700
Industry
Health Care & Social Assistancesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JACOBSON JARVIS & CO, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | — | NONE | $36K | — |
| MG TRUST CO D/B/A MATRIX TRUST CO | 75-3182674 | DENVER, CO | NONE | $6K | — |
Investments
17 direct securities · 1 pooled fund· $13.4M(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
$12.3M
17 holdings
Common Collective Trust
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Calvert Bond Fund Class A Mutual Fund | — | — | — | $1.8M | 13.6% | |
| Vanguard Value Index Adm Mutual Fund | — | — | — | $1.7M | 12.7% | |
| American Funds Growth Fund R5 Mutual Fund | — | — | — | $1.6M | 12.2% | |
| American Funds EuroPacific Gr R5 Mutual Fund | — | — | — | $1.1M | 8.2% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.1M | 8.0% | |
| Calvert Equity Fund Class A Mutual Fund | — | — | — | $921K | 6.9% | |
| Hartford Capital Appreciation R5 Mutual Fund | — | — | — | $888K | 6.6% | |
| Hotchkis & Wiley Mid-Cap Value Fund Mutual Fund | — | — | — | $840K | 6.3% | |
| Vanguard Small Cap Growth Index Adm Mutual Fund | — | — | — | $531K | 4.0% | |
| T. Rowe Price Real Estate Mutual Fund | — | — | — | $496K | 3.7% | |
| American Funds High Income Trust R5 Mutual Fund | — | — | — | $481K | 3.6% | |
| DFA US Small Cap Value I Mutual Fund | — | — | — | $445K | 3.3% | |
| T. Rowe Price Emerging Mkts Stock Mutual Fund | — | — | — | $409K | 3.1% | |
| Ariel Fund Investor Mutual Fund | — | — | — | $335K | 2.5% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | — | — | — | $299K | 2.2% | |
| Touchstone Non-US ESG Equity Fund A Mutual Fund | — | — | — | $281K | 2.1% | |
| Impax Sustainable Allocation Fund Inv Mutual Fund | — | — | — | $132K | 1.0% | |
| Noninterest-bearing cash | — | — | — | $2K | <0.1% |