Original filing (PDF)20250807083908NAL0003254081001

OLYMPIC SPORTS & SPINE PLLC

Name: OLYMPIC SPORTS & SPINE PLLC — OLYMPIC SPORTS & SPINE PLLC 401(K) PLAN, Form 5500 (2024)
Creator: OLYMPIC SPORTS & SPINE PLLC

Form 5500

FILING_RECEIVED

OLYMPIC SPORTS & SPINE PLLC 401(K) PLAN

401(k) retirement plan

Active participants

396

Accounts w/ balance

585

Plan assets (EOY)

$20.1M

Net assets (EOY)

$20.1M

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

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OLYMPIC SPORTS & SPINE PLLC.

Plan sponsor

Name

OLYMPIC SPORTS & SPINE PLLC

EIN

82-2950138

Address

6050 TACOMA MALL BLVD, STE 300 · TACOMA, WA · 98409

Phone

(253) 581-5200

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-07

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2A · Age/service weighted or new comparability

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK	01-0233346	—	RECORDKEEPER	$6K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANACIAL LLC	04-3046611	—	RIA	$43K	—

Investments

30 direct securities· $19.3M(96% of reported assets)

Other securities

$19.2M

29 holdings

Cash / Money Market

$162K

1 holding

					% of plan
Vanguard Target Retirement 2060 Pooled separate accounts	Other securities	—	—	$2.2M	10.9%
Vanguard Target Retirement 2055 Pooled separate accounts	Other securities	—	—	$2.2M	10.9%
Vanguard Target Retirement 2030 Pooled separate accounts	Other securities	—	—	$2.0M	9.9%
Vanguard Target Retirement 2050 Pooled separate accounts	Other securities	—	—	$1.9M	9.4%
Vanguard Target Retirement 2045 Pooled separate accounts	Other securities	—	—	$1.8M	8.8%
JPMorgan Large Cap Growth A Pooled separate accounts	Other securities	—	—	$1.4M	6.8%
500 Index Fund Pooled separate accounts	Other securities	—	—	$1.4M	6.7%
Vanguard Target Retirement 2035 Pooled separate accounts	Other securities	—	—	$1.2M	6.0%
BlackRock Total Return Fund Pooled separate accounts	Other securities	—	—	$798K	4.0%
MFS Value Fund Pooled separate accounts	Other securities	—	—	$683K	3.4%
Vanguard Target Retirement 2065 Pooled separate accounts	Other securities	—	—	$457K	2.3%
American Funds American Balanced Fund Pooled separate accounts	Other securities	—	—	$456K	2.3%
US Small Cap Pooled separate accounts	Other securities	—	—	$403K	2.0%
Vanguard Target Retirement 2040 Pooled separate accounts	Other securities	—	—	$379K	1.9%
MFS Mid Cap Value Fund Pooled separate accounts	Other securities	—	—	$297K	1.5%
Vanguard International Growth Fund Pooled separate accounts	Other securities	—	—	$271K	1.3%
New World Fund Pooled separate accounts	Other securities	—	—	$251K	1.2%
Vanguard Total International Stock Index Pooled separate accounts	Other securities	—	—	$211K	1.0%
Mid Cap Index Fund Pooled separate accounts	Other securities	—	—	$179K	0.9%
BlackRock High Yield Bond Fund Pooled separate accounts	Other securities	—	—	$164K	0.8%
Money Market Fund Pooled separate accounts	Cash / Money Market	—	—	$162K	0.8%
Vanguard Total Bond Market Index Fund Pooled separate accounts	Other securities	—	—	$153K	0.8%
Vanguard Target Retirement 2020 Pooled separate accounts	Other securities	—	—	$145K	0.7%
Oppenheimer Discovery Mid Cap Growth Fd Pooled separate accounts	Other securities	—	—	$140K	0.7%
Vanguard Explorer Fund Pooled separate accounts	Other securities	—	—	$88K	0.4%
Vanguard Target Retirement Income Pooled separate accounts	Other securities	—	—	$34K	0.2%
Janus Global Equity Income Fund Pooled separate accounts	Other securities	—	—	$33K	0.2%
Vanguard Target Retirement 2025 Pooled separate accounts	Other securities	—	—	$23K	0.1%
Wells Fargo Special Small Cap Value Fund Pooled separate accounts	Other securities	—	—	$18K	<0.1%
Vanguard Short Term Federal Pooled separate accounts	Other securities	—	—	$7K	<0.1%