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Original filing (PDF)20250828051240NAL0010192929001
SEATTLE PACIFIC INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
SEATTLE PACIFIC INDUSTRIES, INC. 401(K) VOLUNTARY INVESTMENT PLAN
401(k) retirement plan
Active participants
63
Accounts w/ balance
114
Plan assets (EOY)
$21.0M
Net assets (EOY)
$21.0M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEATTLE PACIFIC INDUSTRIES, INC..
Plan sponsor
Name
SEATTLE PACIFIC INDUSTRIES, INC.
EIN
91-1124736
Address
21216 72ND AVE. S. · KENT, WA · 98032
Phone
(253) 395-1351
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-28
Pension benefit codes
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)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK NUBER PS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
25 direct securities · 1 pooled fund· $21.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Registered Investment Companies
$20.2M
24 holdings
Common Collective Trust
$755K
1 holding
Uncategorized
$124K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.3M | 10.9% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $2.2M | 10.4% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.9M | 8.9% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $1.8M | 8.6% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $1.5M | 7.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.4M | 6.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.3M | 6.3% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $1.1M | 5.2% | |
| VAN EXPLORER - INV | Registered Investment Companies | — | — | $997K | 4.7% | |
| VAN EQUITY INCOME INV | Registered Investment Companies | — | — | $907K | 4.3% | |
| VANGUARD RET SAVINGS TRUST VANGUARD FIDICIARY TRUST · EIN 23-2186884 / PN 022 | Common Collective Trust | — | — | $755K | 3.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $677K | 3.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $596K | 2.8% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $584K | 2.8% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $562K | 2.7% | |
| VANGUARD FTSE SOCIAL INDEX ADM | Registered Investment Companies | — | — | $555K | 2.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $500K | 2.4% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $362K | 1.7% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $304K | 1.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $212K | 1.0% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $201K | 1.0% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | — | — | — | $124K | 0.6% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $83K | 0.4% | |
| LOOMIS SAYLES CORE PL BD Y | Registered Investment Companies | — | — | $81K | 0.4% | |
| MFS INTL INTRINSIC VALUE - R4 | Registered Investment Companies | — | — | $27K | 0.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $16K | <0.1% |