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Original filing (PDF)20251015075549NAL0008582002001
HANFORD PENSION AND SAVINGS PLANS COMMITTEE
Form 5500
FILING_RECEIVED
HANFORD OPERATIONS AND ENGINEERING INVESTMENT PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
3,817
Accounts w/ balance
5,512
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
16 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 6 bps in Schedule C fees — modestly above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HANFORD PENSION AND SAVINGS PLANS COMMITTEE.
Plan sponsor
Name
HANFORD PENSION AND SAVINGS PLANS COMMITTEE
EIN
90-0501441
Address
PO BOX 943 MSIN H3 08 · 2345 STEVENS DR · RICHLAND, WA · 99352
Phone
(509) 372-3323
Industry
Admin Support & Waste Mgmtsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
2U · Association Retirement Plan
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $402K | — |
| DAVIS WRIGHT TREMAINE | 91-0839480 | — | NONE | $121K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $116K | — |
| VERUS | 91-1320111 | — | NONE | $74K | — |
| WILLIS TOWERS WATSON SOUTHEAST, INC | 62-1404453 | — | NONE | $48K | — |
| MILLER KAPLAN | 95-2036255 | — | NONE | $25K | — |
Investments
2 direct securities · 16 pooled funds· $868.7M(67% 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.
Common Collective Trust
$763.4M
16 holdings
Uncategorized
$104.6M
1 holding
OTHER
$780K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INST 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $148.3M | 11.4% | |
| VFTC RETIREMENT SAVINGS TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5455475 / PN 023 | Common Collective Trust | — | — | $105.4M | 8.1% | |
| VFTC RET SAVINGS MASTER TRUST | — | — | $115.0M | $104.6M | 8.0% | |
| VFTC TARGET RET 2030 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $68.0M | 5.2% | |
| VFTC TARGET RET 2025 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $60.3M | 4.6% | |
| VFTC TARGET RET 2035 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $58.9M | 4.5% | |
| VFTC INST TOT BOND MRKT INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $57.1M | 4.4% | |
| VFTC TARGET RET 2045 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $49.9M | 3.8% | |
| VFTC INST TOT INTER ST MRKT IND TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $40.2M | 3.1% | |
| VFTC TARGET RET 2040 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $40.0M | 3.1% | |
| VFTC TARGET RET 2050 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $37.6M | 2.9% | |
| VFTC TARGET RET 2020 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $36.0M | 2.8% | |
| VFTC TARGET RET INCOME TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $25.2M | 1.9% | |
| VFTC TARGET RET 2055 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | 243,508.047 | $17.9M | $22.2M | 1.7% | |
| VFTC TARGET RET 2060 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | $7.8M | $10.4M | 0.8% | |
| VFTC TARGET RET 2065 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $3.5M | 0.3% | |
| OTHER | OTHER | — | $535K | $780K | <0.1% | |
| VFTC TARGET RET 2070 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $427K | <0.1% |