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Original filing (PDF)20250730163424NAL0005962464001
MORNINGSIDE
Form 5500-SF
FILING_RECEIVED
MORNINGSIDE DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Active participants
35
Accounts w/ balance
81
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MORNINGSIDE.
Plan sponsor
Name
MORNINGSIDE
EIN
91-0757099
Address
PO BOX 7936 · OLYMPIA, WA · 985077936
Phone
(360) 596-3506
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
MORNINGSIDE
EIN
91-0757099
City
OLYMPIA, WA
Phone
(360) 292-4758
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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