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Original filing (PDF)20251007101716NAL0007693456001
LAIRD NORTON WETHERBY TRUST COMPANY, LLC
Form 5500
FILING_RECEIVED
LNW RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
191
Accounts w/ balance
227
Plan assets (EOY)
$57.7M
Net assets (EOY)
$57.7M
How this plan invests
This plan
1 pooled trust
Schedule D
37 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.
Helping the score
- Below-peer total fees (8 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAIRD NORTON WETHERBY TRUST COMPANY, LLC.
Plan sponsor
Name
LAIRD NORTON WETHERBY TRUST COMPANY, LLC
EIN
91-0822389
Address
801 SECOND AVE, STE 1600 · SEATTLE, WA · 98104
Phone
(800) 426-5100
Industry
Commercial Banking· Finance & Insurancesee 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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLARK NUBER P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | — | NONE | $21K | — |
| RBC WEALTH MANAGEMENT | 41-1416330 | — | NONE | $19K | — |
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | NONE | $6K | — |
Investments
36 direct securities · 1 pooled fund· $56.8M(99% 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
$56.4M
36 holdings
Common Collective Trust
$451K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Mutual Fund | — | — | — | $10.1M | 17.5% | |
| Vanguard Developed Markets Index Fund Mutual Fund | — | — | — | $7.3M | 12.7% | |
| Vanguard 500 Index Fund Mutual Fund | — | — | — | $7.1M | 12.3% | |
| Vanguard Growth Index Fund Mutual Fund | — | — | — | $5.8M | 10.0% | |
| Metropolitan West Total Return Bond Mutual Fund | — | — | — | $4.4M | 7.7% | |
| Vanguard Emerg Markets Stock Index Fund Mutual Fund | — | — | — | $3.0M | 5.3% | |
| JOHCM International Select Instl Fund Mutual Fund | — | — | — | $2.8M | 4.9% | |
| Vanguard Small Cap Index Fund Mutual Fund | — | — | — | $2.5M | 4.4% | |
| Calvert US Large Cap Core Responsible Index Fund Mutual Fund | — | — | — | $2.1M | 3.7% | |
| Vanguard Value Index Fund Mutual Fund | — | — | — | $2.0M | 3.5% | |
| Schwab Retirement Govt Money Fund Mutual Fund | — | — | — | $1.9M | 3.3% | |
| Parnassus Core Equity Fund Mutual Fund | — | — | — | $1.1M | 1.9% | |
| Vanguard Real Estate Index Fund Mutual Fund | — | — | — | $1.0M | 1.8% | |
| Bailllie Gifford Emerging Markets Equity Fund Mutual Fund | — | — | — | $959K | 1.7% | |
| Nuveen Core Impact Bond Fund Mutual Fund | — | — | — | $750K | 1.3% | |
| Vanguard Total Bond Market Index Mutual Fund | — | — | — | $661K | 1.1% | |
| DWS Rreff Real Assets Fund Mutual Fund | — | — | — | $637K | 1.1% | |
| Ecofin Global Renewables Infra Fund Mutual Fund | — | — | — | $452K | 0.8% | |
| METLIFE STABLE VALUE FUND 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $451K | 0.8% | |
| Nuveen International Research Equity Fund Mutual Fund | — | — | — | $333K | 0.6% | |
| Vanguard Mid Cap Index Fund Mutual Fund | — | — | — | $319K | 0.6% | |
| Segall Bryant & Hamill Scap Value Fund Mutual Fund | — | — | — | $257K | 0.4% | |
| Participant loans Interest rates from 4.25% to 10.50% | — | — | — | $213K | 0.4% | |
| Voya Strategic Income Opportunity Fund Mutual Fund | — | — | — | $132K | 0.2% | |
| American Target 2060 Retirement Fund Mutual Fund | — | — | — | $109K | 0.2% | |
| American Target 2050 Retirement Fund Mutual Fund | — | — | — | $79K | 0.1% | |
| American Target 2045 Retirement Fund Mutual Fund | — | — | — | $56K | <0.1% | |
| American Target 2055 Retirement Fund Mutual Fund | — | — | — | $45K | <0.1% | |
| Brown Advisory Sustainable Growth Fund Mutual Fund | — | — | — | $27K | <0.1% | |
| Natixis Sustainable Future 2060 Fund Mutual Fund | — | — | — | $15K | <0.1% | |
| American Target 2035 Retirement Fund Mutual Fund | — | — | — | $11K | <0.1% | |
| American Target 2065 Retirement Fund Mutual Fund | — | — | — | $8K | <0.1% | |
| American Target 2040 Retirement Fund Mutual Fund | — | — | — | $7K | <0.1% | |
| Northern Global Sustainability Index Fund Mutual Fund | — | — | — | $5K | <0.1% | |
| American Target 2030 Retirement Fund Mutual Fund | — | — | — | $4K | <0.1% | |
| Natixis Sustainable Future 2035 Fund Mutual Fund | — | — | — | $3K | <0.1% | |
| Natixis Sustainable Future 2050 Fund Mutual Fund | — | — | — | $2K | <0.1% |
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