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Original filing (PDF)20250806155225NAL0006649202001
VALANT MEDICAL SOLUTIONS
Form 5500
FILING_RECEIVED
VALANT MEDICAL SOLUTIONS 401(K) PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
124
Accounts w/ balance
151
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
How this plan invests
This plan
30 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.
Helping the score
- Below-peer total fees (6 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VALANT MEDICAL SOLUTIONS.
Plan sponsor
Name
VALANT MEDICAL SOLUTIONS
EIN
27-3668529
Address
1700 7TH AVE · SUITE 2100 · SEATTLE, WA · 98101
Phone
(206) 774-0532
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
2025-08-06
Pension benefit codes
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SWEENEY CONRAD P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INVESTMENT ADVISORY | $908 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUNNEX & SHOEMAKER, INC | — | SEATTLE, WA | OTHER SERVICES | $3K | — |
| VOYA RETIREMENT INS. AND ANNUITY CO | 71-0294708 | — | SERVICE PROVIDER | $139 | — |
Investments
30 direct securities· $6.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| in- Identity of issue, borrower, lessor, or rate of interest, collateral, Current interest other similar party par, or maturity value * Vanguard Target Retirement 2055 Fund Pooled Separate Account | — | — | — | $1.1M | 16.2% | |
| Vanguard 500 Index Fund Pooled Separate Account | — | — | — | $933K | 14.0% | |
| Vanguard Target Retirement 2045 Fund Pooled Separate Account | — | — | — | $830K | 12.4% | |
| Vanguard Target Retirement 2050 Fund Pooled Separate Account | — | — | — | $762K | 11.4% | |
| Vanguard Target Retirement 2040 Fund Pooled Separate Account | — | — | — | $541K | 8.1% | |
| Vanguard Target Retirement 2035 Fund Pooled Separate Account | — | — | — | $535K | 8.0% | |
| American Century Ultra Class Fund Pooled Separate Account | — | — | — | $247K | 3.7% | |
| Vanguard Mid-Cap Index Fund Pooled Separate Account | — | — | — | $226K | 3.4% | |
| Vanguard Small Cap Value Index Fund Pooled Separate Account | — | — | — | $215K | 3.2% | |
| Vanguard Target Retirement 2060 Fund Pooled Separate Account | — | — | — | $196K | 2.9% | |
| Vanguard Balanced Index Fund Pooled Separate Account | — | — | — | $181K | 2.7% | |
| Vanguard Total International Stock Index Fund Pooled Separate Account | — | — | — | $179K | 2.7% | |
| American Funds The Growth Fund of America Fund Pooled Separate Account | — | — | — | $146K | 2.2% | |
| Vanguard Target Retirement 2030 Fund Pooled Separate Account | — | — | — | $107K | 1.6% | |
| American Funds Washington Mutual Investors Fund Pooled Separate Account | — | — | — | $57K | 0.9% | |
| DFA Real Estate Securities Fund Pooled Separate Account | — | — | — | $57K | 0.9% | |
| Vanguard Target Retirement 2065 Fund Pooled Separate Account | — | — | — | $56K | 0.8% | |
| Invesco Oppenheimer International Growth Fund Pooled Separate Account | — | — | — | $52K | 0.8% | |
| Invesco Global Class Fund Pooled Separate Account | — | — | — | $37K | 0.6% | |
| Putnam Dynamic Asset Allocation Balanced Fund Pooled Separate Account 665 * BrandywineGlobal Opportunities Bond Fund Pooled Separate Account 627 * Eaton Vance Income Fund Pooled Separate Account 470 * Voya Fixed Account Guaranteed Interest Account | — | — | — | $32K | 0.5% | |
| Vanguard Emerging Markets Stock Index Fund Pooled Separate Account | — | — | — | $31K | 0.5% | |
| Voya Mid Cap Opportunities Fund Pooled Separate Account | — | — | — | $31K | 0.5% | |
| Loomis Sayles Class Bond Fund Pooled Separate Account | — | — | — | $23K | 0.3% | |
| DFA US Targeted Value Portfolio Fund Pooled Separate Account | — | — | — | $22K | 0.3% | |
| American Century Mid Cap Value Fund Pooled Separate Account | — | — | — | $21K | 0.3% | |
| ClearBridge Small Cap Growth Fund Pooled Separate Account | — | — | — | $20K | 0.3% | |
| Voya Intermediate Bond Fund Pooled Separate Account | — | — | — | $19K | 0.3% | |
| Notes receivables from participants Mature through 2028, with | — | — | — | $14K | 0.2% | |
| PIMCO Real Return Fund Pooled Separate Account | — | — | — | $10K | 0.2% | |
| American Beacon Large Cap Value Fund Pooled Separate Account | — | — | — | $2K | <0.1% |
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