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Original filing (PDF)20251014092752NAL0001168371001
SOUND
Form 5500
FILING_RECEIVED
SOUND EMPLOYEES RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
499
Accounts w/ balance
1,173
Plan assets (EOY)
$41.5M
Net assets (EOY)
$41.5M
How this plan invests
This plan
5 pooled trusts
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUND.
Plan sponsor
Name
SOUND
EIN
91-0818971
Address
6400 SOUTHCENTER BLVD · TUKWILA, WA · 98188
Phone
(206) 302-2200
Industry
Health Care & Social Assistancesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT ADMINISTRATION CO. | 91-1999591 | — | NONE | $137K | — |
Investments
39 direct securities · 5 pooled funds· $71.2M(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
$41.5M
39 holdings
Common Collective Trust
$29.7M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FHTC - BALANCED Collective Trust | — | — | — | $10.4M | 24.9% | |
| FIRST HILL TRUST CO - BALANCED FIRST HILL TRUST COMPANY · EIN 92-1184769 / PN 001 | Common Collective Trust | — | — | $10.4M | 24.9% | |
| FHTC - GROWTH Collective Trust | — | — | — | $8.8M | 21.2% | |
| FIRST HILL TRUST CO - GROWTH FIRST HILL TRUST COMPANY · EIN 88-4335619 / PN 001 | Common Collective Trust | — | — | $8.8M | 21.2% | |
| FHTC - AGGRESSIVE GROWTH Collective Trust | — | — | — | $3.8M | 9.2% | |
| FIRST HILL TRUST CO - AGGRESSIVE FIRST HILL TRUST COMPANY · EIN 88-4335301 / PN 001 | Common Collective Trust | — | — | $3.8M | 9.2% | |
| FHTC - MODERATE CONSERVATIVE Collective Trust | — | — | — | $3.7M | 8.8% | |
| FIRST HILL TRUST CO - MOD CONSERV FIRST HILL TRUST COMPANY · EIN 88-4339263 / PN 001 | Common Collective Trust | — | — | $3.7M | 8.8% | |
| FIRST HILL TRUST CO - CONSERVATIVE FIRST HILL TRUST COMPANY · EIN 92-1172554 / PN 001 | Common Collective Trust | — | — | $3.0M | 7.3% | |
| FHTC - CONSERVATIVE Collective Trust | — | — | — | $3.0M | 7.3% | |
| VANGUARD TOTAL BOND MKT INDEX ADM Registered Investment Company | — | — | — | $1.5M | 3.6% | |
| VANGUARD TOTAL STOCK MKT INDX FD ADM Registered Investment Company | — | — | — | $1.3M | 3.2% | |
| FIDELITY CONTRA FUND Registered Investment Company | — | — | — | $1.2M | 2.9% | |
| VANGUARD 500 INDEX F Registered Investment Company | — | — | — | $1.1M | 2.6% | |
| VANGUARD TARGET RETIREMENT 2030 FD I Registered Investment Company | — | — | — | $862K | 2.1% | |
| VANGUARD GROWTH INDEX FD ADMIRAL Registered Investment Company | — | — | — | $799K | 1.9% | |
| maturing through November 2036 - | — | — | — | $624K | 1.5% | |
| VANGUARD TARGET RETIREMENT 2040 FD I Registered Investment Company | — | — | — | $410K | 1.0% | |
| Schwab Bank Savings Money Market Account | — | — | — | $396K | 1.0% | |
| VANGUARD TARGET RETIREMENT 2035 FD I Registered Investment Company | — | — | — | $312K | 0.8% | |
| DODGE & COX INCOME I Registered Investment Company | — | — | — | $253K | 0.6% | |
| VANGUARD MID CAP VALINDEX ADMIRAL Registered Investment Company | — | — | — | $250K | 0.6% | |
| JPMORGAN EQUITY INCOMER6 Registered Investment Company | — | — | — | $245K | 0.6% | |
| AB GLOBAL BOND CL Z Registered Investment Company | — | — | — | $239K | 0.6% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R6 Registered Investment Company | — | — | — | $226K | 0.5% | |
| COLUMBIA CONTRARIAN COR FD CL INST 3 Registered Investment Company | — | — | — | $206K | 0.5% | |
| VANGUARD TOTAL INTL STOCK INDEX ADM Registered Investment Company | — | — | — | $199K | 0.5% | |
| VANGUARD MID-CAP GROWTH INDEX ADMIRA Registered Investment Company | — | — | — | $179K | 0.4% | |
| JPMORGAN SMALL CAP VALUE R6 Registered Investment Company | — | — | — | $173K | 0.4% | |
| VANGUARD TARGET RETIREMENT 2060 INV Registered Investment Company | — | — | — | $156K | 0.4% | |
| BLACKROCK FLOATING RATE INCOME INSTL Registered Investment Company | — | — | — | $148K | 0.4% | |
| VANGUARD TARGET RETIREMENT 2050 FD I Registered Investment Company | — | — | — | $145K | 0.3% | |
| BLACKROCK STRAT INCM OPPTY PORT INST Registered Investment Company | — | — | — | $143K | 0.3% | |
| TCW METWEST TOTAL RETURN BD I Registered Investment Company | — | — | — | $112K | 0.3% | |
| AB DISCOVERY GWTH Z Registered Investment Company | — | — | — | $102K | 0.2% | |
| VANGUARD SMALL CAP GROWTH INDEX ADMI Registered Investment Company | — | — | — | $100K | 0.2% | |
| VANGUARD TARGET RETIREMENT 2020 FD I Registered Investment Company | — | — | — | $94K | 0.2% | |
| VANGUARD TARGET RETIREMENT 2065 Registered Investment Company | — | — | — | $92K | 0.2% | |
| VANGUARD EMRG MKTS STK INDEX FD ADM Registered Investment Company | — | — | — | $82K | 0.2% | |
| VANGUARD VALUE INDEX ADMIRAL Registered Investment Company | — | — | — | $74K | 0.2% | |
| COHEN & STEERS REALTY SHARES Registered Investment Company | — | — | — | $56K | 0.1% | |
| BLACKROCK HIGH YIELD BOND INSTL Registered Investment Company | — | — | — | $24K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2055 INV Registered Investment Company | — | — | — | $19K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2045 FD I Registered Investment Company | — | — | — | $3K | <0.1% |
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