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Original filing (PDF)20251015185624NAL0002890003001
BOARD OF TRUSTEES, SOUND VARIABLE ANNUITY
Form 5500
FILING_RECEIVED
SOUND VARIABLE ANNUITY PENSION TRUST
Defined-benefit pension plan
Signals · 4
100% in single holding~199 bps in Sched C feesNo recordkeeper disclosed12 service providers
Active participants
94,919
Accounts w/ balance
0
Plan assets (EOY)
$140.2M
Net assets (EOY)
$140.1M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 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
80
Participation health
100
Knocking points off
- Top holding "[DFE: PRUDENTIAL EMERGING MARKETS DEBT FUND OF THE PRUDENTIAL TRUST COMPANY COLLECTIVE TRUST (extraction pending)]" is 100% of plan.
- 199 bps in Schedule C fees — 1894% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, SOUND VARIABLE ANNUITY.
Plan sponsor
Name
BOARD OF TRUSTEES, SOUND VARIABLE ANNUITY
DBA
PENSION TRUST
EIN
86-3278029
Address
11724 NE 195TH ST STE 300 · BOTHELL, WA · 98011
Phone
(206) 282-4100
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee 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
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $1.8M | — |
| CHEIRON INC | 13-4215617 | — | NONE | $463K | — |
| RAEL & LETSON | 94-1701048 | — | NONE | $213K | — |
| SEYFARTH SHAW LLP | 36-2152202 | — | NONE | $100K | — |
| SLEVIN & HART, P.C. | 52-1708613 | — | NONE | $51K | — |
| VERUS ADVISORY, INC | 91-1320111 | — | NONE | $35K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $27K | — |
| PRUDENTIAL TRUST CO. | 23-6994310 | — | NONE | $21K | — |
| SERVICE PRINTING CO, INC | 91-0830372 | — | NONE | $17K | — |
| WELLS FARGO BANK, NA | — | SEATTLE, WA | NONE | $14K | — |
| US BANK, NA | 31-0841368 | — | NONE | $11K | — |
| SEGAL SELECT INSURANCE SERVICES | — | NEW YORK, NY | NONE | $0 | — |
Investments
1 pooled fund· $5.9M(4% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRU EMERGING MKT DEBT FUND PRUDENTIAL TRUST CO. · EIN 23-6994310 / PN 128 | Common Collective Trust | — | — | $5.9M | 4.2% |