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Original filing (PDF)20251215135352NAL0000733731001
PUGET SOUND KIDNEY CENTERS
Form 5500
FILING_RECEIVED
PUGET SOUND KIDNEY CENTERS TAX-SHELTERED ANNUITY PLAN
403(b) retirement plan
Signals · 1
50% in single holding
Active participants
283
Accounts w/ balance
366
Plan assets (EOY)
$26.1M
Net assets (EOY)
$26.1M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Value * Various 403(b) annuity contracts and custodial accounts" is 50% of plan.
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PUGET SOUND KIDNEY CENTERS.
Plan sponsor
Name
PUGET SOUND KIDNEY CENTERS
EIN
91-1102033
Address
1019 PACIFIC AVE · EVERETT, WA · 98201
Phone
(425) 259-5195
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-12-15
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK NUBER, P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | — | RECORDKEEPER | $24K | — |
Investments
33 direct securities· $51.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Value * Various 403(b) annuity contracts and custodial accounts | — | — | — | $25.8M | 98.9% | |
| NW Gov Mny Mkt R6 Nationwide Life Insurance 36 Nationwide Fixed Elite Nationwide Life Insurance | — | — | — | $6.7M | 25.5% | |
| AmFds 2030 TrgtDtRtrmt R6 Nationwide Life Insurance | — | — | — | $3.5M | 13.5% | |
| AmFds 2025 TrgtDtRtrmt R6 Nationwide Life Insurance | — | — | — | $3.4M | 13.1% | |
| AmFds 2035 TrgtDtRtrmt R6 Nationwide Life Insurance | — | — | — | $2.8M | 10.6% | |
| AmFds 2045 TrgtDtRtrmt R6 Nationwide Life Insurance | — | — | — | $2.0M | 7.6% | |
| AmFds 2040 TrgtDtRtrmt R6 Nationwide Life Insurance | — | — | — | $1.9M | 7.2% | |
| AmFds 2020 TrgtDtRtrmt R6 Nationwide Life Insurance | — | — | — | $1.4M | 5.3% | |
| Fid 500 Indx Nationwide Life Insurance | — | — | — | $712K | 2.7% | |
| DFA Infl Prtct Sec Inst Nationwide Life Insurance | — | — | — | $472K | 1.8% | |
| AmFds 2050 TrgtDtRtrmt R6 Nationwide Life Insurance | — | — | — | $376K | 1.4% | |
| AmFds 2015 TrgtDtRtrmt R6 Nationwide Life Insurance | — | — | — | $341K | 1.3% | |
| Participant loans Interest rates from 4.25% - 10.60% - 0 - | — | — | — | $288K | 1.1% | |
| Pionr Bd K Nationwide Life Insurance | — | — | — | $252K | 1.0% | |
| AmFds 2055 TrgtDtRtrmt R6 Nationwide Life Insurance | — | — | — | $246K | 0.9% | |
| AmFds 2060 TrgtDtRtrmt R6 Nationwide Life Insurance | — | — | — | $160K | 0.6% | |
| FidAdv Eq Gr Z Nationwide Life Insurance | — | — | — | $152K | 0.6% | |
| Vngrd IntmdTrm Bd IndxAdml Nationwide Life Insurance | — | — | — | $149K | 0.6% | |
| Vngrd Mid-Cap Idx Fd AS Nationwide Life Insurance | — | — | — | $106K | 0.4% | |
| Vngrd Sm Cap Indx Fd AS Nationwide Life Insurance | — | — | — | $77K | 0.3% | |
| Vngrd FTSE Soc Indx Adml Nationwide Life Insurance | — | — | — | $76K | 0.3% | |
| JPM US Eq R6 Nationwide Life Insurance | — | — | — | $63K | 0.2% | |
| Vngrd Val Indx Adml Nationwide Life Insurance | — | — | — | $49K | 0.2% | |
| AmFds 2065 TrgtDtRtrmt R6 Nationwide Life Insurance | — | — | — | $45K | 0.2% | |
| AmFds Am Bal R6 Nationwide Life Insurance | — | — | — | $41K | 0.2% | |
| MFS Intl Gr R6 Nationwide Life Insurance | — | — | — | $39K | 0.1% | |
| NeuBer Strat Inc R6 Nationwide Life Insurance | — | — | — | $26K | <0.1% | |
| Vngrd Emrg Mkt StkIndxAdml Nationwide Life Insurance | — | — | — | $16K | <0.1% | |
| Prncpl RealEst Sec R6 Nationwide Life Insurance | — | — | — | $11K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% | |
| DFA Glbl Eq Inst Nationwide Life Insurance | — | — | — | $2K | <0.1% |