Kathleen Kyle signed Snohomish County Public Defender Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Snohomish County Public Defender Association's EIN is 91-0906333.
Download the official 2024 Form 5500 (PDF) for Snohomish County Public Defender Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Snohomish County Public Defender Association's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $68K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index | Common Collective Trusts | — | — | $3.1M | 12.4% | |
| Principal LifeTime 2035 | Other securities | — | — | $3.0M | 11.8% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $2.6M | 10.5% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $2.5M | 9.8% | |
| Principal LifeTime 2040 | Other securities | — | — | $1.9M | 7.6% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $1.6M | 6.5% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $1.6M | 6.3% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $915K | 3.6% | |
| Principal LifeTime 2045 | Other securities | — | — | $914K | 3.6% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $792K | 3.1% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $716K | 2.8% | |
| Vanguard Growth Index | Mutual Funds | — | — | $693K | 2.7% | |
| PGIM High Yield 320 * Principal LifeTime 2020 | Other securities | — | — | $472K | 1.9% | |
| Vanguard Mid-Cap Growth Index | Mutual Funds | — | — | $390K | 1.5% | |
| Vanguard Value Index | Mutual Funds | — | — | $372K | 1.5% | |
| Principal LifeTime 2050 | Other securities | — | — | $346K | 1.4% | |
| Participants Participant Loans | Participant loans | — | — | $321K | 1.3% | |
| Principal LifeTime 2030 | Other securities | — | — | $299K | 1.2% | |
| Vanguard US Growth | Mutual Funds | — | — | $275K | 1.1% | |
| Vanguard Small-Cap Index | Mutual Funds | — | — | $265K | 1.0% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $223K | 0.9% | |
| Principal LifeTime 2025 | Other securities | — | — | $223K | 0.9% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $216K | 0.9% | |
| Principal LifeTime 2055 | Other securities | — | — | $208K | 0.8% | |
| Principal Mid-Cap S&P 400 Index | Other securities | — | — | $203K | 0.8% | |
| Vanguard Global Equity | Mutual Funds | — | — | $174K | 0.7% | |
| Vanguard Developed Markets Index | Mutual Funds | — | — | $146K | 0.6% | |
| Vanguard Small-Cap Value Index | Mutual Funds | — | — | $142K | 0.6% | |
| AllSpring Diversified Capital Builder | Other securities | — | — | $90K | 0.4% | |
| (E) | Other securities | — | $3K | $78K | 0.3% | |
| Vanguard Mid-Cap Value Index | Mutual Funds | — | — | $78K | 0.3% | |
| Principal LifeTime 2060 | Other securities | — | — | $76K | 0.3% | |
| American Funds New World Fund Inc | Mutual Funds | — | — | $75K | 0.3% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $71K | 0.3% | |
| Brown Advisory Sustainable Growth | Other securities | — | — | $48K | 0.2% | |
| iShares US Aggregate Bond Index | Other securities | — | — | $46K | 0.2% | |
| American Funds American Mutual Fund | Mutual Funds | — | — | $37K | 0.1% | |
| Principal Fixed Income Guaranteed | Other securities | — | — | $15K | <0.1% | |
| BNY Mellon International Core Equity | Other securities | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2065 420 Vanguard Target Retirement 2070 | Mutual Funds | — | — | $5K | <0.1% | |
| (E) | Other securities | — | $2K | $5K | <0.1% | |
| American Funds Moderate Growth and Income Portfolio | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Explorer | Mutual Funds | — | — | $3K | <0.1% | |
| Calvert Bond Fund | U.S. Treasuries | — | — | $3K | <0.1% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $2K | <0.1% | |
| Principal Real Estate Securities | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
