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Original filing (PDF)20251014140922NAL0001476243001
98POINT6 INC.
Form 5500
FILING_RECEIVED
98POINT6 INC. RETIREMENT TRUST
401(k) retirement plan
Active participants
25
Accounts w/ balance
317
Plan assets (EOY)
$21.7M
Net assets (EOY)
$21.7M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 98POINT6 INC..
Plan sponsor
Name
98POINT6 INC.
EIN
47-3490194
Address
1329 N 46TH ST · SEATTLE, WA · 98103
Phone
(206) 488-1134
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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLARK NUBER P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD/ASCENSUS | 11-3665754 | DRESHER, PA | RECORDKEEPER | $23K | — |
Investments
28 direct securities· $21.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Mutual Fund | — | — | — | $3.7M | 17.0% | |
| Vanguard Target Retirement 2050 Mutual Fund | — | — | — | $2.4M | 11.1% | |
| Vanguard Target Retirement 2045 Mutual Fund | — | — | — | $2.2M | 10.2% | |
| Vanguard Target Retirement 2040 Mutual Fund | — | — | — | $2.1M | 9.5% | |
| Vanguard Target Retirement 2055 Mutual Fund | — | — | — | $1.8M | 8.5% | |
| Vanguard 500 Index Mutual Fund | — | — | — | $1.7M | 7.9% | |
| Vanguard Target Retirement 2060 Mutual Fund | — | — | — | $1.6M | 7.3% | |
| Vanguard Target Retirement 2035 Mutual Fund | — | — | — | $1.3M | 6.0% | |
| Vanguard Growth Index Mutual Fund | — | — | — | $1.1M | 4.9% | |
| Vanguard Total Stock Market Index Mutual Fund | — | — | — | $1.0M | 4.7% | |
| Vanguard Mid Cap Index Mutual Fund | — | — | — | $861K | 4.0% | |
| Vanguard Total Bond Market Index Mutual Fund | — | — | — | $254K | 1.2% | |
| Vanguard Target Retirement 2020 Mutual Fund ** 992 * Vanguard Target Retirement 2025 Mutual Fund | — | — | — | $247K | 1.1% | |
| Vanguard Total International Stock Index Mutual Fund | — | — | — | $221K | 1.0% | |
| Vanguard Balanced Index Mutual Fund | — | — | — | $187K | 0.9% | |
| Vanguard Real Estate Index Mutual Fund | — | — | — | $167K | 0.8% | |
| Vanguard Target Retirement 2065 Mutual Fund | — | — | — | $164K | 0.8% | |
| Vanguard Mid-Cap Growth Index Mutual Fund | — | — | — | $137K | 0.6% | |
| Vanguard Small-Cap Index Mutual Fund | — | — | — | $122K | 0.6% | |
| Vanguard Small-Cap Growth Index Mutual Fund | — | — | — | $104K | 0.5% | |
| Vanguard Value Index Mutual Fund | — | — | — | $91K | 0.4% | |
| Vanguard Emerging Markets Stock Index Mutual Fund | — | — | — | $88K | 0.4% | |
| Vanguard Small-Cap Value Index Mutual Fund | — | — | — | $36K | 0.2% | |
| Vanguard Mid-Cap Value Index Mutual Fund | — | — | — | $36K | 0.2% | |
| Vanguard Short-Term Bond Index Mutual Fund | — | — | — | $27K | 0.1% | |
| Interest, Collateral, Par, or Maturity Value * Vanguard Federal Money Market Money Market Mutual Fund | — | — | — | $13K | <0.1% | |
| Vanguard Total International Bond Index Mutual Fund | — | — | — | $9K | <0.1% | |
| Vanguard Target Retirement Income Mutual Fund | — | — | — | $5K | <0.1% |
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