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Original filing (PDF)20251015152152NAL0005272993001
URBAN LEAGUE OF METROPOLITAN SEATTLE
Form 5500
FILING_RECEIVED
URBAN LEAGUE OF METROPOLITAN SEATTLE 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
135
Accounts w/ balance
219
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for URBAN LEAGUE OF METROPOLITAN SEATTLE.
Plan sponsor
Name
URBAN LEAGUE OF METROPOLITAN SEATTLE
EIN
91-0575954
Address
105 14TH AVENUE · SUITE 200 · SEATTLE, WA · 981225594
Phone
(206) 461-3792
Industry
Other Services (ex. Public Admin)see 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
2L · 403(b)(1) annuity
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
GREENWOOD OHLUND, CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $7K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $394 | — |
| NATIONWIDE RETIREMENT PLANS | — | COLUMBUS, OH | NONE | $201 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 26-3415651 | NEW YORK, NY | NONE | $0 | — |
| MORGAN STANLEY SMITH BARNEY LL | — | NEW YORK, NY | NONE | $0 | — |
Investments
36 direct securities· $1.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nationwide Benefit Responsive Fixed Annuity Contract | — | — | — | $133K | 9.9% | |
| Nw Dest 2050 A Mutual Fund | — | — | — | $112K | 8.3% | |
| Nw Dest 2055 A Mutual Fund | — | — | — | $110K | 8.2% | |
| Nw Dest 2060 A Mutual Fund | — | — | — | $94K | 7.0% | |
| Parnassus Cor Eq Inv Mutual Fund | — | — | — | $90K | 6.7% | |
| Nw Dest 2040 A Mutual Fund | — | — | — | $80K | 5.9% | |
| Nw Dest 2065 A Mutual Fund | — | — | — | $64K | 4.7% | |
| Amfds Gr Fd Am R Mutual Fund | — | — | — | $61K | 4.5% | |
| Jpm Cor Bd A Mutual Fund | — | — | — | $60K | 4.5% | |
| Vic Estblshd Val A Mutual Fund | — | — | — | $53K | 3.9% | |
| Mfs Val A Mutual Fund | — | — | — | $48K | 3.6% | |
| Nw Dest 2045 A Mutual Fund | — | — | — | $42K | 3.1% | |
| Nw Dest 2025 A Mutual Fund | — | — | — | $40K | 3.0% | |
| Gdmnscs Cor Fxd Inc A Mutual Fund | — | — | — | $40K | 3.0% | |
| Pioneer Bd A Mutual Fund | — | — | — | $39K | 2.9% | |
| Amfds New Prspct R Mutual Fund | — | — | — | $39K | 2.9% | |
| Amfds Inc Fd Am R Mutual Fund | — | — | — | $38K | 2.8% | |
| Blkrk Hi Yld Bd Inv A Mutual Fund | — | — | — | $33K | 2.5% | |
| Nw Dest 2030 A Mutual Fund | — | — | — | $29K | 2.2% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 10.00% - 10.50% | — | — | — | $29K | 2.1% | |
| Amfds New Econ R Mutual Fund | — | — | — | $26K | 1.9% | |
| Nw Dest 2035 A Mutual Fund | — | — | — | $25K | 1.9% | |
| Nw Dest Rtrmt A Mutual Fund | — | — | — | $20K | 1.5% | |
| NATIONWIDE DESTINATION RETIREMENT FUND MUTUAL FUND | — | — | — | $20K | 1.5% | |
| Amfds Cap Inc Bldr R Mutual Fund | — | — | — | $7K | 0.6% | |
| Eagle Series Tr Smcap Gr A Mutual Fund | — | — | — | $6K | 0.4% | |
| Nw Bd Indx A Mutual Fund | — | — | — | $5K | 0.4% | |
| Invsco Opp Intl Gr A Mutual Fund | — | — | — | $5K | 0.3% | |
| Amfds New Wld R Mutual Fund | — | — | — | $5K | 0.3% | |
| Invsco Mn St Mdcap A Mutual Fund | — | — | — | $3K | 0.2% | |
| Neuber Mdcap Gr A Mutual Fund | — | — | — | $3K | 0.2% | |
| Amfds Smcap Wld R Mutual Fund | — | — | — | $3K | 0.2% | |
| Fidadv Strat Inc A Mutual Fund | — | — | — | $2K | 0.2% | |
| Blkrk Glbl Alloc Inv A Mutual Fund | — | — | — | $2K | 0.1% | |
| Pimco Real Rtn A Mutual Fund | — | — | — | $2K | 0.1% | |
| Diamond Hill Smcap Inv Mutual Fund | — | — | — | $1K | <0.1% |