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Original filing (PDF)20250922131504NAL0007715506001
WASH MULTIFAMILY LAUNDRY SYSTEMS, LLC
Form 5500
FILING_RECEIVED
WASH MULTIFAMILY LAUNDRY SYSTEMS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
943
Accounts w/ balance
790
Plan assets (EOY)
$98.6M
Net assets (EOY)
$98.6M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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
- 24 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WASH MULTIFAMILY LAUNDRY SYSTEMS, LLC.
Plan sponsor
Name
WASH MULTIFAMILY LAUNDRY SYSTEMS, LLC
EIN
26-0544897
Address
2200 WEST 195TH STREET · TORRANCE, CA · 90501
Phone
(800) 421-6897
Industry
Other Services (ex. Public Admin)see 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
2025-09-22
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
CLIFTONLARSONALLEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 34-1542819 | — | INVESTMENT ADVISORY | $27K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $210K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
31 direct securities · 1 pooled fund· $98.5M(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
$88.7M
31 holdings
Common Collective Trust
$9.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $13.3M | 13.5% | |
| American 2030 Target Ret - R6 | — | — | — | $12.3M | 12.5% | |
| METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $9.8M | 10.0% | |
| American 2040 Target Ret - R6 | — | — | — | $7.2M | 7.3% | |
| JP Morgan JP Morgan Large Cap Growth | — | — | — | $6.6M | 6.7% | |
| American 2020 Target Ret - R6 | — | — | — | $3.9M | 4.0% | |
| American 2025 Target Ret - R6 | — | — | — | $3.9M | 3.9% | |
| American 2050 Target Ret - R6 | — | — | — | $3.7M | 3.8% | |
| Vanguard Small Cap Index Fd - ADM | — | — | — | $3.4M | 3.4% | |
| Vanguard Equity Income - ADM | — | — | — | $3.0M | 3.1% | |
| Vanguard International Growth Fund | — | — | — | $2.8M | 2.8% | |
| American 2070 Target Ret - R7 113 American Bond Fund of America | — | — | — | $2.6M | 2.6% | |
| Principal Real Estate Securities Fund | — | — | — | $2.5M | 2.5% | |
| Victory Sycamore Est Val - R6 | — | — | — | $2.3M | 2.4% | |
| American 2045 Target Ret - R6 | — | — | — | $2.3M | 2.3% | |
| Invesco Inv Discovery Mid Cap Growth Fund | — | — | — | $2.2M | 2.3% | |
| Participants Participant Loans Rates from 4.25% to 9.5% - | — | — | — | $2.2M | 2.2% | |
| American 2035 Target Ret - R6 | — | — | — | $2.1M | 2.1% | |
| Invesco Inv Discovery Fund | — | — | — | $2.0M | 2.1% | |
| Vanguard Mid Cap Index - ADM | — | — | — | $1.7M | 1.7% | |
| Vanguard INTM TRM BD | — | — | — | $1.6M | 1.7% | |
| New Perspective New Perspective Fund | — | — | — | $1.3M | 1.3% | |
| American 2055 Target Ret - R6 | — | — | — | $1.2M | 1.2% | |
| American 2060 Target Ret - R6 | — | — | — | $1.1M | 1.1% | |
| American Balanced Fund - R6 | — | — | — | $1.0M | 1.0% | |
| Goldman Sachs GQC Partners Intl Oppurtinities Fund | — | — | — | $856K | 0.9% | |
| American 2010 Target Ret - R6 | — | — | — | $625K | 0.6% | |
| Undiscovered Managers Undisc Mgrs Behav Val - R6 | — | — | — | $474K | 0.5% | |
| Hartford World Bond Fund | — | — | — | $326K | 0.3% | |
| American 2065 Target Ret - R6 | — | — | — | $110K | 0.1% | |
| (E) | — | — | — | $34K | <0.1% | |
| American 2015 Target Ret - R6 | — | — | — | $34K | <0.1% |
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