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Original filing (PDF)20250806113612NAL0001686403001
ALTIUS INSTITUTE FOR BIOMEDICAL SCIENCES
Form 5500
FILING_RECEIVED
ALTIUS INSTITUTE FOR BIOMEDICAL SCIENCES 403(B) PLAN
403(b) retirement plan
Signals · 1
100% in single holding
Active participants
93
Accounts w/ balance
141
Plan assets (EOY)
$18.8M
Net assets (EOY)
$18.8M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Various 403(b) Contracts and Custodial Accounts" is 100% of plan.
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALTIUS INSTITUTE FOR BIOMEDICAL SCIENCES.
Plan sponsor
Name
ALTIUS INSTITUTE FOR BIOMEDICAL SCIENCES
EIN
47-2231080
Address
2211 ELLIOT AVENUE SUITE 600 · SEATTLE, WA · 98121
Phone
(206) 267-1091
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
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK NUBER P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | SEATTLE, WA | NONE | $10K | — |
Investments
2 direct securities· $18.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Various 403(b) Contracts and Custodial Accounts | — | — | — | $18.7M | 99.7% | |
| Participant loans Rates from 1.00% to 9.50% - 0 - | — | — | — | $64K | 0.3% |