Original filing (PDF)20250616114000NAL0000477411001

SEATTLE METROPOLITAN CHAMBER OF COMMERCE

Name: SEATTLE METROPOLITAN CHAMBER OF COMMERCE — SEATTLE METROPOLITAN CHAMBER OF COMMERCE 401(K) PLAN, Form 5500 (2023)
Creator: SEATTLE METROPOLITAN CHAMBER OF COMMERCE

Form 5500

FILING_RECEIVED

SEATTLE METROPOLITAN CHAMBER OF COMMERCE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

137

Plan assets (EOY)

$14.1M

Net assets (EOY)

$14.1M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEATTLE METROPOLITAN CHAMBER OF COMMERCE.

Plan sponsor

Name

SEATTLE METROPOLITAN CHAMBER OF COMMERCE

EIN

91-0402330

Address

1301 5TH AVE STE 1500 · SEATTLE, WA · 981012673

Phone

(206) 389-7250

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-06-16

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$28K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWFRONT RETIREMENT SERVICES INC	80-0833114	—	ADVISOR	$25K	—

Investments

1 pooled fund· $0(0% 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.