Original filing (PDF)20251011052111NAL0013617200001

BOYS & GIRLS CLUBS OF SOUTH PUGE

Name: BOYS & GIRLS CLUBS OF SOUTH PUGE — BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND 401(K) PLAN, Form 5500 (2024)
Creator: BOYS & GIRLS CLUBS OF SOUTH PUGE

Form 5500

FILING_RECEIVED

BOYS & GIRLS CLUBS OF SOUTH PUGET SOUND 401(K) PLAN

401(k) retirement plan

Signals · 1

Possibly inadequate fidelity bond

Active participants

Accounts w/ balance

156

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

How this plan invests

This plan

18 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOYS & GIRLS CLUBS OF SOUTH PUGE.

Plan sponsor

Name

BOYS & GIRLS CLUBS OF SOUTH PUGE

EIN

91-0759832

Address

3875 SOUTH 66TH STREET · TACOMA, WA · 98409

Phone

(253) 502-4631

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$6K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL CORPORATION RPCP	95-2834236	—	INVESTMENT/FINANCIAL ADVI	$9K	—

Investments

18 direct securities· $3.2M(100% of reported assets)

					% of plan
AMERFUNDS 2035 TARG DATERET R6	Registered Investment Companies	—	—	$578K	18.0%
AMERFUNDS 2045 TARG DATERET R6	Registered Investment Companies	—	—	$416K	13.0%
AMERFUNDS 2050 TARG DATERET R6	Registered Investment Companies	—	—	$393K	12.3%
AMERFUNDS 2025 TARG DATERET R6	Registered Investment Companies	—	—	$385K	12.0%
AMERICAN FUNDS 2055 TARGET R6	Registered Investment Companies	—	—	$296K	9.2%
VANGUARD 500 INDEX FUND - ADM	Registered Investment Companies	—	—	$239K	7.4%
VANGUARD MID CAP INDEX - ADM	Registered Investment Companies	—	—	$169K	5.3%
AMERFUNDS 2040 TARG DATERET R6	Registered Investment Companies	—	—	$136K	4.2%
AMERFUNDS 2030 TARG DATERET R6	Registered Investment Companies	—	—	$127K	4.0%
VANGUARD SMALL CAP INDEX ADMRL	Registered Investment Companies	—	—	$116K	3.6%
AMERFUNDS 2020 TARG DATERET R6	Registered Investment Companies	—	—	$97K	3.0%
AMERFUNDS 2065 TARG DATERET R6	Registered Investment Companies	—	—	$61K	1.9%
JPM US GOVT MONEY MARKET INST	Registered Investment Companies	—	—	$53K	1.7%
AMERFUNDS 2015 TARG DATERET R6	Registered Investment Companies	—	—	$50K	1.6%
AMERFUNDS 2060 TARG DATERET R6	Registered Investment Companies	—	—	$46K	1.4%
VANGUARD TOT INTL STK IND ADM	Registered Investment Companies	—	—	$27K	0.8%
JPMORGAN LARGE CAP GROWTH R6	Registered Investment Companies	—	—	$13K	0.4%
AMERICAN FUNDS NEW WORLD R6	Registered Investment Companies	—	—	$2K	<0.1%