Back to filter
Original filing (PDF)20251014144426NAL0001564371001
OIC OF WASHINGTON
Form 5500
FILING_RECEIVED
OIC OF WASHINGTON RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 2
87% in single holdingNo recordkeeper disclosed
Active participants
108
Accounts w/ balance
162
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
How this plan invests
This plan
1 pooled trust
Schedule D
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "American United Life Insurance Co. AUL Stable Value Account" is 87% of plan.
- 65 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OIC OF WASHINGTON.
Plan sponsor
Name
OIC OF WASHINGTON
EIN
91-0873024
Address
815 FRUITVALE BLVD. · YAKIMA, WA · 98902
Phone
(509) 248-6751
Industry
Educational Servicessee 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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PETERSEN CPAS AND ADVISORS, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | NONE | $18K | — |
| PROFESSIONAL BENEFIT SERVICES | 93-0998477 | — | NONE | $6K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $0 | — |
Investments
4 direct securities · 1 pooled fund· $4.2M(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
$3.5M
4 holdings
Pooled Separate Account
$752K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American United Life Insurance Co. AUL Stable Value Account | — | — | — | $3.0M | 80.0% | |
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $752K | 20.0% | |
| Vanguard Dev Mkts Idx Adm | — | — | — | $150K | 4.0% | |
| American Funds Amerfds American Balanced R6 | — | — | — | $150K | 4.0% | |
| Vanguard Value Index Adm | — | — | — | $150K | 4.0% |