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Original filing (PDF)20250806135254NAL0002942467001
ECONET, INC.
Form 5500
FILING_RECEIVED
ECONET 401(K) PLAN
401(k) retirement plan
Active participants
56
Accounts w/ balance
102
Plan assets (EOY)
$12.8M
Net assets (EOY)
$12.8M
How this plan invests
This plan
33 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 (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ECONET, INC..
Plan sponsor
Name
ECONET, INC.
EIN
74-2505872
Address
2121 SOUTH STATE ST. · SUITE 400 · TACOMA, WA · 98405
Phone
(253) 274-7139
Industry
Management of Companies / Holdingssee 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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $5K | — |
Investments
33 direct securities· $12.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | — | — | — | $2.6M | 20.4% | |
| Vanguard Cash Reserves Federal Money | — | — | — | $1.8M | 13.9% | |
| Vanguard Target Retirement 2045 | — | — | — | $847K | 6.6% | |
| Vanguard Target Retirement 2040 | — | — | — | $818K | 6.4% | |
| Vanguard Target Retirement 2020 | — | — | — | $767K | 6.0% | |
| Vanguard Information Technology Index | — | — | — | $753K | 5.9% | |
| Vanguard Target Retirement 2035 | — | — | — | $595K | 4.6% | |
| Party American Funds American Funds Growth Fund of America R6 | — | — | — | $571K | 4.5% | |
| Vanguard High Dividend Yield Index Admiral | — | — | — | $511K | 4.0% | |
| Vanguard Equity Income Admiral | — | — | — | $460K | 3.6% | |
| Vanguard Mid Cap Index Adm | — | — | — | $381K | 3.0% | |
| Vanguard Target Retirement 2025 | — | — | — | $290K | 2.3% | |
| Vanguard Small Cap Growth Index | — | — | — | $274K | 2.1% | |
| Vanguard Target Retirement 2030 | — | — | — | $273K | 2.1% | |
| Vanguard Target Retirement 2050 | — | — | — | $231K | 1.8% | |
| Vanguard Intermediate -Term Treasury Adm | — | — | — | $223K | 1.7% | |
| Oppenheimer Invesco International Growth Fund | — | — | — | $188K | 1.5% | |
| Vanguard Small Cap Value Index Adm | — | — | — | $186K | 1.5% | |
| PIMCO Total Return Institutional | — | — | — | $183K | 1.4% | |
| Vanguard Small Cap Index Adm | — | — | — | $172K | 1.3% | |
| Vanguard Total International Stock Index | — | — | — | $145K | 1.1% | |
| Vanguard Selected Value | — | — | — | $142K | 1.1% | |
| Vanguard Target Retirement 2060 | — | — | — | $89K | 0.7% | |
| Vanguard Target Retirement 2055 | — | — | — | $74K | 0.6% | |
| Participant loans Interest rates of 5.25% - 10.50% - 0 - | — | — | — | $51K | 0.4% | |
| Vanguard Wellesley Income Adm | — | — | — | $32K | 0.3% | |
| Vanguard Inflation-Protected Securities | — | — | — | $30K | 0.2% | |
| Oppenheimer Invesco Developing Markets Fund | — | — | — | $30K | 0.2% | |
| Vanguard Target Retirement 2065 ** 756 Vanguard Target Retirement Income | — | — | — | $29K | 0.2% | |
| PrimeCap Odyssey Aggressive Growth | — | — | — | $27K | 0.2% | |
| Vanguard Utilities Index Fund Adm CL | — | — | — | $26K | 0.2% | |
| Vanguard REIT Index Adm | — | — | — | $13K | 0.1% | |
| Oppenheimer Invesco International Bond Fund | — | — | — | $9K | <0.1% |
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