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Original filing (PDF)20250904114629NAL0010013555001
ASKO PROCESSING, INC.
Form 5500
FILING_RECEIVED
ASKO PROCESSING, INC. EMPLOYEES' RETIREMENT PLAN AND TRUST
401(k) retirement plan
Active participants
171
Accounts w/ balance
111
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.5M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Participation health
80
Knocking points off
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASKO PROCESSING, INC..
Plan sponsor
Name
ASKO PROCESSING, INC.
EIN
91-0823269
Address
434 NORTH 35TH ST · SEATTLE, WA · 98103
Phone
(206) 634-2080
Industry
Manufacturingsee 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
2025-09-04
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PAULSEN, MEGAARD & CO., PS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $19K | — |
Investments
29 direct securities· $8.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Fund R6 Registered Investment Company | — | — | — | $1.5M | 17.5% | |
| Invesco Equally-Wtd S&P 500 Y Registered Investment Company | — | — | — | $1.1M | 13.0% | |
| American Funds 2020 Target Date Fund R6 Registered Investment Company | — | — | — | $569K | 6.7% | |
| American Funds Growth Fund of Amer R6 Registered Investment Company | — | — | — | $567K | 6.7% | |
| American Funds 2035 Target Date Fund R6 Registered Investment Company | — | — | — | $483K | 5.7% | |
| American Funds 2025 Target Date Fund R6 Registered Investment Company | — | — | — | $438K | 5.2% | |
| American Funds 2045 Target Date Fund R6 Registered Investment Company | — | — | — | $384K | 4.5% | |
| American Funds Washington Mutual R6 Registered Investment Company | — | — | — | $372K | 4.4% | |
| Vanguard Mid-Cap Growth Index Admiral Registered Investment Company | — | — | — | $301K | 3.6% | |
| T. Rowe Price Blue Chip Growth I Registered Investment Company | — | — | — | $273K | 3.2% | |
| Vanguard FTSE All-Wld ex-US Idx Admiral Registered Investment Company | — | — | — | $264K | 3.1% | |
| American Funds 2040 Target Date Fund R6 Registered Investment Company | — | — | — | $251K | 3.0% | |
| Vanguard Interm-Term Bond Index Adm Registered Investment Company | — | — | — | $245K | 2.9% | |
| American Funds EuroPacific Gr R6 Registered Investment Company | — | — | — | $244K | 2.9% | |
| Columbia Dividend Income Instl 3 Registered Investment Company | — | — | — | $205K | 2.4% | |
| Vanguard Small Cap Growth Index Admiral Registered Investment Company | — | — | — | $203K | 2.4% | |
| American Funds 2010 Target Date Fund R6 Registered Investment Company | — | — | — | $171K | 2.0% | |
| American Funds Capital World G/I R6 Registered Investment Company | — | — | — | $169K | 2.0% | |
| American Funds 2060 Target Date Fund R6 Registered Investment Company | — | — | — | $116K | 1.4% | |
| American Funds New World R6 Registered Investment Company | — | — | — | $110K | 1.3% | |
| American Funds 2015 Target Date Fund R6 Registered Investment Company | — | — | — | $102K | 1.2% | |
| American Funds 2050 Target Date Fund R6 Registered Investment Company | — | — | — | $79K | 0.9% | |
| American Funds 2055 Target Date Fund R6 Registered Investment Company | — | — | — | $67K | 0.8% | |
| Participant Loans Interest rates at (4.25% ~ 9.50%) $0 | — | — | — | $65K | 0.8% | |
| American Funds American Balanced R6 Registered Investment Company | — | — | — | $49K | 0.6% | |
| Western Asset Core Bond IS Registered Investment Company | — | — | — | $40K | 0.5% | |
| American Funds New Perspective R6 Registered Investment Company | — | — | — | $39K | 0.5% | |
| American Funds SMALLCAP World R6 Registered Investment Company | — | — | — | $35K | 0.4% | |
| Registered Investment Companies * American Funds US Govt Money Market R6 Registered Investment Company | — | — | — | $34K | 0.4% |
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