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Original filing (PDF)20251010101221NAL0004131555001
TRI-CITIES CHAPLAINCY
Form 5500
FILING_RECEIVED
TRI-CITIES CHAPLAINCY 401(K) PLAN
401(k) retirement plan
Signals · 1
~103 bps in Sched C fees
Active participants
97
Accounts w/ balance
105
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 103 bps in Schedule C fees — 98% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRI-CITIES CHAPLAINCY.
Plan sponsor
Name
TRI-CITIES CHAPLAINCY
EIN
91-0913590
Address
1480 FOWLER ST · RICHLAND, WA · 99352
Phone
(509) 783-7416
Industry
Other Services (ex. Public Admin)see 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
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HANSEN HUNTER & CO, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RANDALL & HURLEY | 91-1661080 | — | N/A | $21K | — |
| CORNERSTONE WEALTH STRATEGIES | — | KENNEWICK, WA | N/A | $21K | — |
Investments
20 direct securities · 1 pooled fund· $4.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$3.9M
20 holdings
Common Collective Trust
$173K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Lord Abbett Shrt Dur Inc R6 Mutual Fund | — | — | — | $812K | 19.8% | |
| DFA U.S. Large Cap Value III Mutual Fund | — | — | — | $593K | 14.5% | |
| AB Large Cap Growth Fund Z Mutual Fund | — | — | — | $466K | 11.4% | |
| Vanguard 500 Index Fund - Admiral Shares Mutual Fund | — | — | — | $307K | 7.5% | |
| DFA Global Equity I Mutual Fund | — | — | — | $289K | 7.0% | |
| Dodge & Cox Income Fund X Mutual Fund | — | — | — | $233K | 5.7% | |
| Invesco Discovery Mid Cap Growth * Fund R6 Mutual Fund | — | — | — | $198K | 4.8% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $186K | 4.5% | |
| MORLEY STABLE VALUE FUND UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $173K | 4.2% | |
| Goldman Sachs GQG Ptnrs Intl Mutual Fund | — | — | — | $170K | 4.2% | |
| American Beacon SiM High Yield * Opp Ins Mutual Fund | — | — | — | $157K | 3.8% | |
| DFA International Value III Mutual Fund | — | — | — | $154K | 3.8% | |
| DFA U.S. Micro Cap I Mutual Fund | — | — | — | $146K | 3.6% | |
| DFA Emerging Markets I Mutual Fund | — | — | — | $93K | 2.3% | |
| Vanguard Information Technology * Idx Adm Mutual Fund | — | — | — | $38K | 0.9% | |
| Non-interest-bearing cash | — | — | — | $32K | 0.8% | |
| Vanguard FTSE Social Index Fund * Admiral Mutual Fund | — | — | — | $16K | 0.4% | |
| Metropolitan West Total Return Bd * Plan Mutual Fund | — | — | — | $9K | 0.2% | |
| DFA Real Estate Securities I Mutual Fund | — | — | — | $8K | 0.2% | |
| Vanguard Balanced Index Admiral Mutual Fund | — | — | — | $8K | 0.2% | |
| Matrix MMDA - JPMorgan Interest-bearing account | — | — | — | $6K | 0.1% |
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