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Original filing (PDF)20250911182503NAL0001064880001
MITHUN, INC.
Form 5500
FILING_RECEIVED
MITHUN, INC. PROFIT SHARING 401(K) PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
205
Accounts w/ balance
310
Plan assets (EOY)
$53.1M
Net assets (EOY)
$53.1M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MITHUN, INC..
Plan sponsor
Name
MITHUN, INC.
EIN
91-1093821
Address
1201 ALASKAN WAY, SUITE 200 · SEATTLE, WA · 98101
Phone
(206) 623-3344
Industry
Professional & Technical Servicessee all
Plan administrator
Name
MITHUN, INC.
EIN
91-1093821
City
SEATTLE, WA
Phone
(206) 623-3344
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK NUBER P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC WEALTH MANAGEMENT | 41-1416330 | SEATTLE, WA | NONE | $37K | — |
| NORTHWEST PLAN SERVICES, INC. | 91-2090931 | — | NONE | $30K | — |
| WILMINGTON TRUST CO. | 51-0099033 | PHOENIX, AZ | NONE | $15K | — |
Investments
30 direct securities · 1 pooled fund· $53.1M(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
$50.8M
30 holdings
Common Collective Trust
$2.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Mutual Fund | — | — | — | $7.1M | 13.3% | |
| Vanguard Total Stock Market Index Mutual Fund | — | — | — | $6.2M | 11.6% | |
| JPMorgan Large Cap Growth Fund Mutual Fund | — | — | — | $5.2M | 9.8% | |
| Vanguard FTSE Social Index Fund Mutual Fund | — | — | — | $4.4M | 8.3% | |
| Parnassus Mid-Cap Mutual Fund ** 51 PGIM Total Return Bond Mutual Fund | — | — | — | $4.1M | 7.7% | |
| American Funds Washington Mutual Fund | — | — | — | $3.8M | 7.1% | |
| American Funds Europacific Growth Mutual Fund | — | — | — | $2.7M | 5.0% | |
| Nuveen Core Impact Bond Fund Mutual Fund | — | — | — | $2.4M | 4.5% | |
| GREAT GRAY CIT III FOR METLIFE GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $2.2M | 4.2% | |
| Vanguard Federal Money Market Investor Mutual Fund ** 206 Vanguard Explorer Mutual Fund | — | — | — | $2.0M | 3.7% | |
| Vanguard Total Intl Stock Index Mutual Fund | — | — | — | $1.8M | 3.4% | |
| Vanguard Extended Market Index Admiral Mutual Fund | — | — | — | $1.5M | 2.9% | |
| Franklin Small Cap Value Mutual Fund | — | — | — | $1.4M | 2.6% | |
| Northern Global Sustainability Index Mutual Fund | — | — | — | $1.2M | 2.2% | |
| American Funds 2035 Target Date Mutual Fund | — | — | — | $1.1M | 2.1% | |
| Fidelity Emerging Markets Index Mutual Fund | — | — | — | $783K | 1.5% | |
| American Funds 2040 Target Date Mutual Fund | — | — | — | $780K | 1.5% | |
| American Funds 2045 Target Date Mutual Fund | — | — | — | $726K | 1.4% | |
| American Funds 2055 Target Date Mutual Fund | — | — | — | $719K | 1.4% | |
| American Funds 2050 Target Date Mutual Fund | — | — | — | $559K | 1.1% | |
| American Funds 2030 Target Date Mutual Fund | — | — | — | $534K | 1.0% | |
| American Funds 2060 Target Date Mutual Fund | — | — | — | $529K | 1.0% | |
| Fidelity Inflation-Protected Bond Index Mutual Fund | — | — | — | $510K | 1.0% | |
| Pax Sustainable Allocation Mutual Fund | — | — | — | $346K | 0.7% | |
| Vanguard Small Cap Index Mutual Fund | — | — | — | $246K | 0.5% | |
| Participant loans Rates from 4.50% to 10.50% - 0 - | — | — | — | $111K | 0.2% | |
| Dodge & Cox Global Bond Fund Mutual Fund | — | — | — | $93K | 0.2% | |
| American Funds 2065 Target Date Mutual Fund | — | — | — | $88K | 0.2% | |
| American Funds 2025 Target Date Mutual Fund | — | — | — | $34K | <0.1% | |
| Interest, Collateral, Par, or Maturity Value American Funds 2015 Target Date Mutual Fund | — | — | — | $3K | <0.1% | |
| American Funds 2020 Target Date Mutual Fund | — | — | — | $3K | <0.1% |
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