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Original filing (PDF)20251014091837NAL0001163539001
SLALOM, INC.
Form 5500
FILING_RECEIVED
SLALOM 401(K) PLAN
401(k) retirement plan
Active participants
8,341
Accounts w/ balance
13,508
Plan assets (EOY)
$1.6B
Net assets (EOY)
$1.6B
How this plan invests
This plan
17 pooled trusts
Schedule D
37 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SLALOM, INC..
Plan sponsor
Name
SLALOM, INC.
EIN
84-1246887
Address
821 2ND AVENUE · SUITE 1900 · SEATTLE, WA · 98104
Phone
(610) 240-3277
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
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)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
SMITH BUNDAY BERMAN BRITTON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $265K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $486K | — |
| UBS FINANCIAL SERVICES INC. | 13-2638166 | — | CONSULTANT | $68K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH BUNDAY BERMAN BRITTON, P.S. | 91-1275259 | — | ACCOUNTANT/AUDITOR | $17K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| K&L GATES LLP | 25-0921018 | — | LEGAL | $16K | — |
Investments
34 direct securities · 17 pooled funds· $2.4B(100% 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.
Uncategorized
$1.5B
34 holdings
Common Collective Trust
$935.4M
16 holdings
Pooled Separate Account
$15.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Portfolio Institutional Shares Mutual Fund | — | — | — | $224.6M | 14.3% | |
| FIAM Index Target Date 2050 Common Collective Trust | — | — | — | $188.0M | 12.0% | |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $188.0M | 12.0% | |
| FIAM Index Target Date 2055 Common Collective Trust | — | — | — | $153.7M | 9.8% | |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $153.7M | 9.8% | |
| FIAM Index Target Date 2045 Common Collective Trust | — | — | — | $143.6M | 9.1% | |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $143.6M | 9.1% | |
| FIAM Index Target Date 2040 Common Collective Trust | — | — | — | $107.0M | 6.8% | |
| FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $107.0M | 6.8% | |
| WT CIF II GROWTH 2 WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 033 | Common Collective Trust | — | — | $82.9M | 5.3% | |
| FIAM Index Target Date 2035 Common Collective Trust | — | — | — | $78.8M | 5.0% | |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $78.8M | 5.0% | |
| FIAM Index Target Date 2060 Common Collective Trust | — | — | — | $74.6M | 4.7% | |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $74.6M | 4.7% | |
| Virtus Zevenbergen Technology Fund Institutional Class Mutual Fund | — | — | — | $65.4M | 4.2% | |
| Vanguard Total International Stock Index Fund Institutional Shares Mutual Fund | — | — | — | $56.3M | 3.6% | |
| PRIMECAP Odyssey Aggressive Growth Fund Mutual Fund | — | — | — | $47.0M | 3.0% | |
| FIAM Index Target Date 2030 Common Collective Trust | — | — | — | $42.7M | 2.7% | |
| FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $42.7M | 2.7% | |
| Vanguard FTSE Social Index Fund Institutional Shares Mutual Fund | — | — | — | $40.2M | 2.6% | |
| JPMorgan Equity Income Fund Class R6 Mutual Fund | — | — | — | $40.2M | 2.6% | |
| Fidelity® Total Bond Fund Mutual Fund | — | — | — | $28.8M | 1.8% | |
| WT SMALL CAP OPPS WELLINGTON TRUST COMPANY, N.A. · EIN 04-6913417 / PN 012 | Common Collective Trust | — | — | $27.7M | 1.8% | |
| American Funds EuroPacific Growth Fund® Class R-6 Mutual Fund | — | — | — | $21.5M | 1.4% | |
| Brokeragelink Self-Directed Brokerage Account | — | — | — | $19.6M | 1.2% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Class R6 Mutual Fund | — | — | — | $18.6M | 1.2% | |
| Vanguard Health Care Fund Admiral Shares Mutual Fund | — | — | — | $17.9M | 1.1% | |
| New York Life Insurance Co | — | — | — | $15.6M | 1.0% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $15.6M | 1.0% | |
| FIAM Index Target Date 2065 Common Collective Trust | — | — | — | $14.0M | 0.9% | |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $14.0M | 0.9% | |
| Participant loans Interest rates of 4.25-9.5% $0 | — | — | — | $13.5M | 0.9% | |
| Fidelity Fund | — | — | — | $13.4M | 0.9% | |
| FIAM Index Target Date 2025 Common Collective Trust | — | — | — | $13.3M | 0.8% | |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $13.3M | 0.8% | |
| Vanguard Total Bond Market Index Fund Institutional Shares Mutual Fund | — | — | — | $10.0M | 0.6% | |
| Cohen & Steers Real Estate Securities Fund CL Z Mutual Fund | — | — | — | $7.9M | 0.5% | |
| Loomis Sayles Bond Fund Institutional Class Mutual Fund | — | — | — | $7.9M | 0.5% | |
| FIAM Index Target Date 2020 Common Collective Trust | — | — | — | $4.5M | 0.3% | |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $4.5M | 0.3% | |
| External Fund | — | — | — | $4.2M | 0.3% | |
| FIAM Index Target Date Income Common Collective Trust | — | — | — | $3.2M | 0.2% | |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $3.2M | 0.2% | |
| Cash | — | — | — | $2.0M | 0.1% | |
| Fidelity® Government Money Market Fund - Premium Class Mutual Fund | — | — | — | $1.0M | <0.1% | |
| FIAM Index Target Date 2015 Common Collective Trust | — | — | — | $992K | <0.1% | |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $992K | <0.1% | |
| FIAM Index Target Date 2010 Common Collective Trust | — | — | — | $444K | <0.1% | |
| FID FRDM INX 2010 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $444K | <0.1% | |
| Cash Equivalent | — | — | — | $34K | <0.1% | |
| FID FRDM INX 2005 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% |