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Original filing (PDF)20231016172245NAL0038661025001
401(K)TECH COLLECTIVE
Form 5500
FILING_RECEIVED
401(K) TECH COLLECTIVE PLAN
401(k) retirement plan
Active participants
2,308
Accounts w/ balance
1,554
Plan assets (EOY)
$52.8M
Net assets (EOY)
$52.7M
How this plan invests
This plan
8 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
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
65
Vendor stack
100
Participation health
80
Knocking points off
- 30 bps in Schedule C fees — 85% above peer band of 16 bps.
- 67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 401(K)TECH COLLECTIVE.
Plan sponsor
Name
401(K)TECH COLLECTIVE
EIN
83-1238821
Address
1595 NW GILMAN BLVD · ISSAQUAH, WA · 98027
Phone
(206) 448-3033
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
Pension benefit codes
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)
2T · Default investment account (QDIA)
2U · Association Retirement Plan
Audit & trust (Schedule H)
Auditor
CLARK NUBER PS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | MILL CREEK, WA | RECORDKEEPER | $19K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401K TECH COLLECTIVE | — | ISSAQUAH, WA | CONTRACT ADMIN | $137K | — |
Investments
8 pooled funds· $7.5M(14% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| STATE STREET S&P 500 INDEX FUND K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 388 | Common Collective Trust | $3.7M | 6.9% |
| STATE ST RUSSELL LG CAP GR IDX NL C STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 228 | Common Collective Trust | $1.5M | 2.9% |
| STATE STREET RUSS MID CAP IDX SL CL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 459 | Common Collective Trust | $741K | 1.4% |
| STATE STREET RUSS SM CAP IDX SL II STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 040 | Common Collective Trust | $530K | 1.0% |
| STATE ST US BND INDX SL CL XIV STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | $509K | 1.0% |
| BLACKROCK U.S. TIPS INDEX FD CL R WILMINGTON TRUST · EIN 38-4116835 / PN 510 | Common Collective Trust | $374K | 0.7% |
| STATE STREET REAL ASSET NL C STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 280 | Common Collective Trust | $187K | 0.4% |
| BLACKROCK 1-3YR GOVT BD IDX FD CL 8 WILMINGTON TRUST · EIN 20-3802368 / PN 009 | Common Collective Trust | $2K | <0.1% |