Original filing (PDF)20251008095101NAL0009151504001

COMPREHENSIVE MENTAL HEALTH CENTER OF TACOMA-PIERCE COUNTY

Name: COMPREHENSIVE MENTAL HEALTH CENTER OF TACOMA-PIERCE COUNTY — COMPREHENSIVE MENTAL HEALTH CENTER OF TACOMA-PIERCE COUNTY 403 (B) RETIREMENT PLAN, Form 5500 (2024)
Creator: COMPREHENSIVE MENTAL HEALTH CENTER OF TACOMA-PIERCE COUNTY

Form 5500

FILING_RECEIVED

COMPREHENSIVE MENTAL HEALTH CENTER OF TACOMA-PIERCE COUNTY 403 (B) RETIREMENT PLAN

403(b) retirement plan

Signals · 1

99% in single holding

Active participants

267

Accounts w/ balance

199

Plan assets (EOY)

$14.4M

Net assets (EOY)

$14.4M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPREHENSIVE MENTAL HEALTH CENTER OF TACOMA-PIERCE COUNTY.

Plan sponsor

Name

COMPREHENSIVE MENTAL HEALTH CENTER OF TACOMA-PIERCE COUNTY

EIN

91-0854239

Address

1201 SOUTH PROCTOR STREET · TACOMA, WA · 98405

Phone

(253) 396-5800

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

PENTEGRA SERVICES, INC.

EIN

13-3475616

City

WHITE PLAINS, NY

Phone

(800) 872-3473

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

CLARK NUBER P.S.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	71-0294708	GREENWOOD VILLAGE, CO	RECORDKEEPER	$22K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPFINANCIAL PARTNERS LLC	—	RALEIGH, NC	INVESTMENT ADVISOR	$12K	—
TRUTINA FINANCIAL	20-2951773	—	INVESTMENT ADVISORY	$3K	—

TPA / Administrator

Investments

2 direct securities· $14.4M(100% of reported assets)

Uncategorized

$14.3M

1 holding

Participant loans

$75K

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Value *** Various 403(b) annuity contracts and custodial accounts	—	—	—	$14.3M	99.5%
	Participant loans Rates at 4.25% to 9.50% -0-	Participant loans	—	—	$75K	0.5%

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