Original filing (PDF)20250822180758NAL0005534465001

WASHINGTON FEDERAL BANK

Name: WASHINGTON FEDERAL BANK — WASHINGTON FEDERAL BANK 401(K) PLAN, Form 5500 (2024)
Creator: WASHINGTON FEDERAL BANK

Form 5500

FILING_RECEIVED

WASHINGTON FEDERAL BANK 401(K) PLAN

401(k) retirement plan

Signals · 1

1 failed disclosure

Active participants

2,211

Accounts w/ balance

2,701

Plan assets (EOY)

$225.2M

Net assets (EOY)

$225.2M

How this plan invests

This plan

3 pooled trusts

Schedule D

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Concentration risk

100

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WASHINGTON FEDERAL BANK.

Plan sponsor

Name

WASHINGTON FEDERAL BANK

EIN

91-0135860

Address

425 PIKE STREET · SEATTLE, WA · 98101

Phone

(206) 777-8230

Industry

Commercial Banking· Finance & Insurancesee 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

2025-08-22

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

WEAVER AND TIDWELL, LLP

Trustee / custodian

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$164K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$74K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

26 direct securities · 3 pooled funds· $225.2M(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.

Other securities

$197.6M

23 holdings

Common Collective Trust

$18.7M

3 holdings

Common Stock

$8.7M

2 holdings

Cash / Money Market

$167K

1 holding

					% of plan
Fidelity 500 Index Large Blend	Other securities	—	—	$26.6M	11.8%
Fidelity Freedom Index 2035 Instl Prem Target Date 2035	Other securities	—	—	$23.1M	10.2%
Fidelity Freedom Index 2030 Instl Prem Target Date 2030	Other securities	—	—	$21.4M	9.5%
Fidelity Freedom Index 2025 Instl Prem Target Date 2025	Other securities	—	—	$21.0M	9.3%
Fidelity Freedom Index 2045 Instl Prem Target Date 2045	Other securities	—	—	$19.4M	8.6%
Fidelity Freedom Index 2040 Instl Prem Target Date 2040	Other securities	—	—	$17.1M	7.6%
Fidelity Freedom Index 2050 Instl Prem Target Date 2050	Other securities	—	—	$13.8M	6.1%
CB LARGE CAP GR R1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-3106705 / PN 345	Common Collective Trust	—	—	$11.2M	5.0%
Fidelity Freedom Index 2020 Instl Prem Target Date 2020	Other securities	—	—	$9.9M	4.4%
Fidelity Freedom Index 2055 Instl Prem Target Date 2055	Other securities	—	—	$9.6M	4.3%
WaFd, Inc. 213,623 shares of common stock	Common Stock	—	—	$6.9M	3.1%
TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001	Common Collective Trust	—	—	$5.5M	2.5%
Fidelity Freedom Index 2060 Instl Prem Target Date 2060	Other securities	—	—	$5.4M	2.4%
Fidelity Total International Index Foreign Large Blend	Other securities	—	—	$4.4M	1.9%
Fidelity Extended Market Index Mid-Cap Blend	Other securities	—	—	$3.9M	1.7%
PGIM Total Return Bond R6 Intermediate Core-Plus Bond	Other securities	—	—	$3.3M	1.5%
Wasatch Core Growth Small Growth	Other securities	—	—	$3.2M	1.4%
JP Morgan Equity Income R6 Large Value	Other securities	—	—	$3.1M	1.4%
Fidelity Freedom Index 2015 Instl Prem Target Date 2015	Other securities	—	—	$2.6M	1.2%
Fidelity US Bond Index Intermediate Core Bond	Other securities	—	—	$2.3M	1.0%
MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126247 / PN 549	Common Collective Trust	—	—	$2.0M	0.9%
Fidelity Freedom Index Inc Instl Prem Target Date Retirement	Common Stock	—	—	$1.9M	0.8%
American Funds Europacific Growth R6 Foreign Large Growth	Other securities	—	—	$1.8M	0.8%
Fidelity Freedom Index 2065 Instl Prem Target Date 2065+	Other securities	—	—	$1.8M	0.8%
American Century Mid Cap Value R6 Mid-Cap Value	Other securities	—	—	$1.7M	0.8%
MFS New Discovery Value R3 Small Value	Other securities	—	—	$1.2M	0.5%
Fidelity Freedom Index 2010 Instl Prem Target Date 2000-2010	Other securities	—	—	$1.0M	0.5%
Vanguard Treasury Money Market Money Market	Cash / Money Market	—	—	$167K	<0.1%
Fidelity Freedom Index 2070 Instl Prem Target Date 2065+	Other securities	—	—	$2K	<0.1%