Original filing (PDF)20251014183353NAL0003577009001

BOARD OF TRUSTEES OF THE WESTERN EMPLOYEES BENEFIT PLAN

Name: BOARD OF TRUSTEES OF THE WESTERN EMPLOYEES BENEFIT PLAN — WESTERN EMPLOYEES BENEFIT PLAN, Form 5500 (2024)
Creator: BOARD OF TRUSTEES OF THE WESTERN EMPLOYEES BENEFIT PLAN

Form 5500

FILING_RECEIVED

WESTERN EMPLOYEES BENEFIT PLAN

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

2,646

Accounts w/ balance

6,153

Plan assets (EOY)

$104.3M

Net assets (EOY)

$104.3M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade D

Below-average — multiple flags

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF THE WESTERN EMPLOYEES BENEFIT PLAN.

Plan sponsor

Name

BOARD OF TRUSTEES OF THE WESTERN EMPLOYEES BENEFIT PLAN

EIN

91-1154065

Address

601 UNION ST, SUITE 1450 · SEATTLE, WA · 98101

Phone

(206) 282-3205

Industry

Manufacturingsee 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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

CLARK, RAYMOND & COMPANY, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
SCOTT CAPITAL ADVISORS	84-4636104	—	NONE	$33K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIRST HILL TRUST COMPANY	91-1999591	—	NONE	$656K	—

Investments

1 pooled fund· $6.3M(6% 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.

			% of plan
WELLS FARGO STABLE RETURN FUND G WELLS FARGO BANK, NA · EIN 94-6751924 / PN 001	Common Collective Trust	$6.3M	6.0%

1–1 of 1

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