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Original filing (PDF)20251007165704NAL0004883681001
SOUND GENERATIONS
Form 5500
FILING_RECEIVED
SOUND GENERATIONS RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
166
Accounts w/ balance
250
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
1 pooled trust
Schedule D
27 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 (32 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUND GENERATIONS.
Plan sponsor
Name
SOUND GENERATIONS
EIN
91-0823767
Address
2208 SECOND AVENUE · SUITE 100 · SEATTLE, WA · 981212055
Phone
(206) 727-6244
Industry
Health Care & Social Assistancesee 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
2025-10-07
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $29K | — |
Investments
26 direct securities · 1 pooled fund· $9.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$8.9M
26 holdings
Common Collective Trust
$48K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.3M | 14.2% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $886K | 9.9% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $882K | 9.8% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $759K | 8.4% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $743K | 8.3% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $734K | 8.2% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $670K | 7.5% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $613K | 6.8% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $552K | 6.1% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $512K | 5.7% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $269K | 3.0% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $201K | 2.2% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $120K | 1.3% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 240 Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $110K | 1.2% | |
| MFS Mid Cap Growth R6 MFS 0 | — | — | — | $108K | 1.2% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $106K | 1.2% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $87K | 1.0% | |
| PIMCO StocksPLUS Long Duration Instl PIMCO 0 | — | — | — | $82K | 0.9% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $55K | 0.6% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $49K | 0.5% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $48K | 0.5% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $42K | 0.5% | |
| JPMorgan Equity Income R6 JP Morgan 0 | — | — | — | $38K | 0.4% | |
| Janus Henderson Triton N Janus Henderson 0 | — | — | — | $14K | 0.2% | |
| Hartford Balanced Income R6 Hartford 0 | — | — | — | $13K | 0.1% | |
| Columbia Balanced I3 Columbia 0 | — | — | — | $11K | 0.1% | |
| Voya Intermediate Bond R6 Voya 0 | — | — | — | $6K | <0.1% |
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