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Original filing (PDF)20250730144547NAL0002454643001
AAA WASHINGTON
Form 5500
FILING_RECEIVED
AAA WASHINGTON 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
588
Accounts w/ balance
760
Plan assets (EOY)
$86.9M
Net assets (EOY)
$86.9M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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
Helping the score
- Below-peer total fees (4 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AAA WASHINGTON.
Plan sponsor
Name
AAA WASHINGTON
EIN
91-0133300
Address
3605 132ND AVE SE · BELLEVUE, WA · 98006
Phone
(425) 462-2222
Industry
Transportation & Warehousingsee 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
2025-07-30
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK NUBER P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $21K | — |
Investments
28 direct securities · 1 pooled fund· $89.1M(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
$86.4M
28 holdings
Common Collective Trust
$2.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Growth Company Mutual Fund | — | — | — | $16.9M | 19.4% | |
| Fidelity Total Market Index Mutual Fund | — | — | — | $8.1M | 9.4% | |
| Fidelity Freedom 2035 Mutual Fund | — | — | — | $7.1M | 8.2% | |
| Fidelity Freedom 2030 Mutual Fund | — | — | — | $5.9M | 6.7% | |
| Fidelity Freedom 2040 Mutual Fund | — | — | — | $5.7M | 6.6% | |
| Fidelity Midcap Index Mutual Fund | — | — | — | $5.0M | 5.8% | |
| Fidelity Freedom 2025 Mutual Fund | — | — | — | $4.4M | 5.0% | |
| Fidelity Freedom 2045 Mutual Fund | — | — | — | $4.2M | 4.9% | |
| Fidelity Freedom 2020 Mutual Fund | — | — | — | $3.3M | 3.8% | |
| MFS Value Mutual Fund | — | — | — | $2.8M | 3.2% | |
| Fidelity Freedom 2050 Mutual Fund | — | — | — | $2.8M | 3.2% | |
| Galliard Stable Return Collective Trust Fund | — | — | — | $2.7M | 3.1% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2.7M | 3.1% | |
| DFA US Small Cap Mutual Fund | — | — | — | $2.4M | 2.8% | |
| Fidelity Diversified International Mutual Fund | — | — | — | $2.3M | 2.6% | |
| Fidelity Total International Index Mutual Fund | — | — | — | $2.3M | 2.6% | |
| Fidelity Freedom 2055 Mutual Fund | — | — | — | $2.2M | 2.5% | |
| Metropolitan West Total Return Bond Fund Mutual Fund | — | — | — | $1.7M | 1.9% | |
| Participant loans Rates from 4.25% to 9.50% - 0 - | — | — | — | $1.3M | 1.5% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $1.3M | 1.4% | |
| Fidelity Freedom 2060 Mutual Fund | — | — | — | $1.1M | 1.3% | |
| PIMCO Diversified Income Mutual Fund | — | — | — | $988K | 1.1% | |
| Fidelity Freedom 2015 Mutual Fund | — | — | — | $809K | 0.9% | |
| PIMCO Real Return Inst Mutual Fund | — | — | — | $567K | 0.7% | |
| Fidelity Freedom 2010 Mutual Fund | — | — | — | $333K | 0.4% | |
| Fidelity Freedom 2065 Mutual Fund | — | — | — | $176K | 0.2% | |
| Fidelity Freedom Income Mutual Fund | — | — | — | $122K | 0.1% | |
| Fidelity Government Money Market Money Market Fund | — | — | — | $32K | <0.1% | |
| Impax Sustainable Allocation Fund Mutual Fund | — | — | — | $2K | <0.1% |
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