Reggie Mullis signed Lutheran Retirement Home of Greater Seattle's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lutheran Retirement Home of Greater Seattle's EIN is 91-0743702.
Download the official 2024 Form 5500 (PDF) for Lutheran Retirement Home of Greater Seattle from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lutheran Retirement Home of Greater Seattle's plan includes profit-sharing, ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA), a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-1526584 | — | NONE | $23K | — |
| RBC WEALTH MANAGEMENT | 41-1416330 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Party Value * Various 403(b) annuity contracts and custodial accounts | Other securities | — | — | $10.1M | 98.9% | |
| Participant loans Rates from 4.25% to 9.50% - 0 - | Bonds / Notes | — | — | $86K | 0.8% | |
| VARIALE ANNUITY ACCOUNT C VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $51K | 0.5% | |
| VARIABLE ANNUITY ACCOUNT C VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $38K | 0.4% |
