Shelly Holmes Parrish signed Solid Ground Washington's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Solid Ground Washington's EIN is 23-7421892.
Download the official 2024 Form 5500 (PDF) for Solid Ground Washington from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Solid Ground Washington's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| 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 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Calvert Bond Fund Class A Mutual Fund | U.S. Treasuries | — | — | $1.8M | 13.6% | |
| Vanguard Value Index Adm Mutual Fund | Mutual Funds | — | — | $1.7M | 12.7% | |
| American Funds Growth Fund R5 Mutual Fund | Mutual Funds | — | — | $1.6M | 12.2% | |
| American Funds EuroPacific Gr R5 Mutual Fund | Mutual Funds | — | — | $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 | Other securities | — | — | $921K | 6.9% | |
| Hartford Capital Appreciation R5 Mutual Fund | Other securities | — | — | $888K | 6.6% | |
| Hotchkis & Wiley Mid-Cap Value Fund Mutual Fund | Other securities | — | — | $840K | 6.3% | |
| Vanguard Small Cap Growth Index Adm Mutual Fund | Mutual Funds | — | — | $531K | 4.0% | |
| T. Rowe Price Real Estate Mutual Fund | Other securities | — | — | $496K | 3.7% | |
| American Funds High Income Trust R5 Mutual Fund | Mutual Funds | — | — | $481K | 3.6% | |
| DFA US Small Cap Value I Mutual Fund | Mutual Funds | — | — | $445K | 3.3% | |
| T. Rowe Price Emerging Mkts Stock Mutual Fund | Other securities | — | — | $409K | 3.1% | |
| Ariel Fund Investor Mutual Fund | Other securities | — | — | $335K | 2.5% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | Mutual Funds | — | — | $299K | 2.2% | |
| Touchstone Non-US ESG Equity Fund A Mutual Fund | Other securities | — | — | $281K | 2.1% | |
| Impax Sustainable Allocation Fund Inv Mutual Fund | Other securities | — | — | $132K | 1.0% | |
| Noninterest-bearing cash | Cash / Money Market | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
