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Original filing (PDF)20260313105236NAL0007592033001
SPOKANE UNITED METHODIST HOMES, INC
Form 5500
FILING_RECEIVED
SPOKANE METHODIST HOMES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 3
~88 bps in Sched C feesNo recordkeeper disclosed12 service providers
Active participants
472
Accounts w/ balance
699
Plan assets (EOY)
$15.1M
Net assets (EOY)
$15.1M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 88 bps in Schedule C fees — 204% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SPOKANE UNITED METHODIST HOMES, INC.
Plan sponsor
Name
SPOKANE UNITED METHODIST HOMES, INC
EIN
91-0715658
Address
2903 E. 25TH AVENUE · SPOKANE, WA · 99223
Phone
(509) 536-6825
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
ANSTASI, MOORE & MARTIN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $133K | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| MET WEST FUNDS | 95-4597302 | — | NONE | $0 | — |
| LEGG MASON | 52-1200960 | — | NONE | $0 | — |
| VICTORY FUNDS | 13-2700161 | — | NONE | $0 | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
| LORD ABBETT | 13-3731507 | — | NONE | $0 | — |
| COHEN & STEERS | 14-1904657 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| BLACKROCK FUNDS | 04-6171663 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| ALLSPRING GLOBAL INVESTMENT | 95-3692822 | — | NONE | $0 | — |
Investments
28 direct securities· $15.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2035 I CLASS | — | — | — | $2.8M | 18.8% | |
| T. ROWE PRICE RETIREMENT 2025 I CLASS | — | — | — | $2.0M | 13.3% | |
| T. ROWE PRICE RETIREMENT 2020 I CLASS | — | — | — | $1.9M | 12.7% | |
| T. ROWE PRICE RETIREMENT 2040 I CLASS | — | — | — | $1.8M | 12.2% | |
| T. ROWE PRICE RETIREMENT 2030 I CLASS | — | — | — | $1.4M | 9.5% | |
| T. ROWE PRICE RETIREMENT 2045 I CLASS | — | — | — | $1.4M | 9.1% | |
| T. ROWE PRICE RETIREMENT 2050 I CLASS | — | — | — | $685K | 4.5% | |
| T. ROWE PRICE RETIREMENT 2055 I CLASS | — | — | — | $454K | 3.0% | |
| T. ROWE PRICE RETIREMENT 2015 I CLASS | — | — | — | $439K | 2.9% | |
| T. ROWE PRICE RETIREMENT 2065 I CLASS | — | — | — | $405K | 2.7% | |
| FIDELITY 500 INDEX | — | — | — | $364K | 2.4% | |
| T. ROWE PRICE RETIREMENT 2060 I CLASS | — | — | — | $292K | 1.9% | |
| T. ROWE PRICE GOVERNMENT MONEY INV | — | — | — | $275K | 1.8% | |
| PARTICIPANT LOANS | — | — | — | $163K | 1.1% | |
| VANGUARD MID CAP INDEX | — | — | — | $104K | 0.7% | |
| VICTORY SYCAMORE ESTABLISHED VAL I | — | — | — | $103K | 0.7% | |
| VANGUARD SMALL CAP INDEX ADM | — | — | — | $100K | 0.7% | |
| JPMORGAN LARGE CAP GROWTH R6 | — | — | — | $96K | 0.6% | |
| TCW MTWST TOTAL RETURN BND FND - CLASS I | — | — | — | $61K | 0.4% | |
| T. ROWE PRICE RETIREMENT 2010 I CLASS | — | — | — | $51K | 0.3% | |
| VANGUARD TOTAL BOND MKT INDEX | — | — | — | $48K | 0.3% | |
| FIDELITY TOTAL INTL INDEX | — | — | — | $24K | 0.2% | |
| AMERICAN FUNDS EUPAC R6 | — | — | — | $10K | <0.1% | |
| BLACKROCK MID-CAP GROWTH EQUITY K | — | — | — | $7K | <0.1% | |
| T. ROWE PRICE VALUE I | — | — | — | $5 | <0.1% | |
| ALLSPRING SPECIAL SMALL CAP VALUE INST | — | — | — | $4 | <0.1% | |
| COHEN & STEERS REAL ESTATE SECURITIES Z | — | — | — | $4 | <0.1% | |
| LORD ABBETT HIGH YIELD R6 | — | — | — | $4 | <0.1% |
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