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Original filing (PDF)20251001114828NAL0013176721001
HEALTHPOINT
Form 5500
FILING_RECEIVED
HEALTHPOINT 403(B) SAVINGS PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
343
Accounts w/ balance
442
Plan assets (EOY)
$35.7M
Net assets (EOY)
$35.7M
How this plan invests
This plan
36 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 (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEALTHPOINT.
Plan sponsor
Name
HEALTHPOINT
EIN
91-0884412
Address
955 POWELL AVENUE SW · RENTON, WA · 98057
Phone
(425) 277-1311
Industry
Outpatient Care Centers· 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
2025-10-01
Pension benefit codes
2L · 403(b)(1) annuity
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAC CAPITAL ADVISORS, LLC | 91-1999591 | — | NONE | $43K | — |
| BENEFIT ADMINISTRATION COMPANY, LLC | 91-1999591 | — | NONE | $22K | — |
Investments
36 direct securities· $35.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm | — | — | — | $4.5M | 12.5% | |
| Vanguard Target Retirement 2040 | — | — | — | $3.2M | 9.0% | |
| Vanguard Target Retirement 2055 | — | — | — | $2.9M | 8.2% | |
| Vanguard Target Retirement 2050 | — | — | — | $1.8M | 5.0% | |
| Fidelity Contrafund | — | — | — | $1.7M | 4.9% | |
| Vanguard Total Stock Index Adm | — | — | — | $1.7M | 4.7% | |
| Vanguard Total Int'l Stock Index | — | — | — | $1.3M | 3.8% | |
| American Funds EuroPacific Growth | — | — | — | $1.3M | 3.7% | |
| Vanguard Target Retirement 2035 | — | — | — | $1.3M | 3.6% | |
| Vanguard Growth Index Adm | — | — | — | $1.2M | 3.5% | |
| JP Morgan Equity Inc Fund R6 | — | — | — | $1.2M | 3.2% | |
| Black Rock Strategic Income Opportunities | — | — | — | $1.0M | 2.9% | |
| Cohen & Steers Realty Shares Inc. | — | — | — | $999K | 2.8% | |
| Vanguard Emerging Markets Stock Index | — | — | — | $952K | 2.7% | |
| Vanguard Target Retirement 2045 | — | — | — | $932K | 2.6% | |
| Black Rock High Yield Bond | — | — | — | $836K | 2.3% | |
| Vanguard Mid-Cap Value Index A | — | — | — | $833K | 2.3% | |
| Vanguard Target Retirement 2060 | — | — | — | $779K | 2.2% | |
| Metropolitan West Total Return | — | — | — | $683K | 1.9% | |
| Vanguard Mid-Cap Growth Index Adm | — | — | — | $672K | 1.9% | |
| Alliance Bernstein Global Bond Z | — | — | — | $624K | 1.7% | |
| Black Rock Floating Rate Income | — | — | — | $591K | 1.7% | |
| Vanguard Target Retirement 2030 | — | — | — | $577K | 1.6% | |
| JP Morgan Small Cap Value R6 | — | — | — | $562K | 1.6% | |
| Vanguard Total Bond Index Adm | — | — | — | $487K | 1.4% | |
| Alliance Bernstein Discovery Growth | — | — | — | $422K | 1.2% | |
| Vanguard Value Index Adm | — | — | — | $337K | 0.9% | |
| Charles Schwab Government Money Fund | — | — | — | $313K | 0.9% | |
| Vanguard Small Cap Growth Index | — | — | — | $308K | 0.9% | |
| Rates at 4.50% - 9.50% - | — | — | — | $279K | 0.8% | |
| Vanguard Target Retirement 2065 | — | — | — | $254K | 0.7% | |
| Calvert Aggressive Allocation | — | — | — | $217K | 0.6% | |
| Vanguard Target Retirement 2025 | — | — | — | $217K | 0.6% | |
| Dodge & Cox Income Fund | — | — | — | $212K | 0.6% | |
| Columbia Contrarian Core Fund Y | — | — | — | $36K | 0.1% | |
| Vanguard Target Retirement 2020 | — | — | — | $14K | <0.1% |
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