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Original filing (PDF)20250731101423NAL0002497395001
SANMAR CORPORATION
Form 5500
FILING_RECEIVED
SANMAR, LKWP, AND AFFILIATES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
5,003
Accounts w/ balance
3,129
Plan assets (EOY)
$204.3M
Net assets (EOY)
$204.3M
How this plan invests
This plan
3 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
80
Knocking points off
- 15 bps in Schedule C fees — 52% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- 63% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SANMAR CORPORATION.
Plan sponsor
Name
SANMAR CORPORATION
EIN
91-0792443
Address
22833 SE BLACK NUGGET ROAD · SUITE 130 · ISSAQUAH, WA · 98029
Phone
(206) 770-5598
Industry
Wholesale Tradesee 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
2025-07-31
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHLAND CAPITAL ADVISOR | 20-4284376 | — | INVESTMENT ADVISORY | $28K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $284K | — |
Investments
22 direct securities · 3 pooled funds· $204.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$183.1M
22 holdings
Common Collective Trust
$21.1M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Instl Idx Instl Fund Registered Investment Company | — | — | — | $28.4M | 13.9% | |
| Fidelity Investments Fidelity Lc Gr Index Fund Registered Investment Company | — | — | — | $27.2M | 13.3% | |
| Vanguard Group Vanguard Tgt Rmt 2035 Inv Fund Registered Investment Company | — | — | — | $17.3M | 8.5% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $17.2M | 8.4% | |
| Vanguard Group Vanguard Tgt Rmt 2045 Inv Fund Registered Investment Company | — | — | — | $14.4M | 7.1% | |
| Vanguard Group Vanguard Tgt Rmt 2030 Inv Fund Registered Investment Company | — | — | — | $13.3M | 6.5% | |
| Vanguard Group Vanguard Tgt Rmt 2040 Inv Fund Registered Investment Company | — | — | — | $13.0M | 6.4% | |
| Vanguard Group Vanguard Tgt Rmt 2050 Inv Fund Registered Investment Company | — | — | — | $8.7M | 4.2% | |
| BlackRock Eq Dividend I Fund Registered Investment Company | — | — | — | $7.9M | 3.8% | |
| Vanguard Group Vanguard Tgt Rmt 2055 Inv Fund Registered Investment Company | — | — | — | $7.8M | 3.8% | |
| Vanguard Group Vanguard Sm Cap Index Inst Fund | — | — | — | $7.5M | 3.7% | |
| Vanguard Group Vanguard Tgt Rmt 2025 Inv Fund Registered Investment Company | — | — | — | $7.3M | 3.6% | |
| secured through vested account balances, maturing through June 2034 - | — | — | — | $6.5M | 3.2% | |
| Fidelity Investments Fidelity Extended Mkt Idx Fd Registered Investment Company | — | — | — | $5.6M | 2.7% | |
| ALLSPRING CORE BD CIT N SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $3.9M | 1.9% | |
| Vanguard Group VanguardTtl Intl Stk Idx Adm Fd Registered Investment Company | — | — | — | $3.7M | 1.8% | |
| SEI Trust Company Schwab Fundamental International Large Company Index Fund | — | — | — | $3.5M | 1.7% | |
| Vanguard Group Vanguard Infl-Prot Sec Adm Fund Registered Investment Company | — | — | — | $2.3M | 1.1% | |
| Vanguard Group Vanguard Ttl Bd Mkt Idx Adm Fd Registered Investment Company | — | — | — | $2.0M | 1.0% | |
| Vanguard Group Vanguard Tgt Rmt Inc Inv Fund Registered Investment Company | — | — | — | $1.8M | 0.9% | |
| Vanguard Group Vanguard Tgt Rmt 2060 Inv Fund Registered Investment Company | — | — | — | $1.7M | 0.9% | |
| Vanguard Group Vanguard Tgt Rmt 2020 Inv Fund Registered Investment Company | — | — | — | $1.6M | 0.8% | |
| Vanguard Group Vanguard Tgt Rmt 2065 Inv Fund Registered Investment Company | — | — | — | $1.4M | 0.7% | |
| Vanguard Group Vanguard Tgt Rmt 2070 Inv Fund Registered Investment Company | — | — | — | $367K | 0.2% | |
| HARRIS ASSC OAKMK INT CF CL 3 SEI TRUST COMPANY · EIN 27-4432919 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% |