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Original filing (PDF)20251015082812NAL0005528384001
ADDIUM, INC.
Form 5500
FILING_RECEIVED
ADDIUM 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
117
Accounts w/ balance
219
Plan assets (EOY)
$18.3M
Net assets (EOY)
$18.3M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 55 bps in Schedule C fees — 89% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADDIUM, INC..
Plan sponsor
Name
ADDIUM, INC.
EIN
91-1207832
Address
1300 NE HENLEY COURT, STE 5 · PULLMAN, WA · 99163
Phone
(509) 332-2756
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsCustodian
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | CUSTODIAL | $47K | — |
| CHARLES SCHWAB | 25-1838406 | — | CUSTODIAL | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| D.A. DAVIDSON & CO | 81-0139474 | — | ADVISOR | $46K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RANDALL & HURLEY, INC. | 91-1661080 | LIBERTY LAKE, WA | THIRD PARTY ADMINISTRATI | $5K | — |
Investments
35 direct securities· $18.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Personal choice retirement accounts Charles Schwab | — | — | — | $3.2M | 17.7% | |
| Vanguard Target Retirement 2035 FD I Registered investment company | — | — | — | $2.5M | 13.8% | |
| Vanguard Target Retirement 2050 FD I Registered investment company | — | — | — | $1.5M | 8.0% | |
| Vanguard Target Retirement 2045 FD I Registered investment company | — | — | — | $1.4M | 7.8% | |
| Fidelity 500 Index Registered investment company | — | — | — | $1.1M | 5.8% | |
| Vanguard Target Retirement 2040 FD I Registered investment company | — | — | — | $877K | 4.8% | |
| Vanguard Growth Index Admiral Registered investment company | — | — | — | $813K | 4.4% | |
| Vanguard Target Retirement 2055 FD I Registered investment company | — | — | — | $761K | 4.1% | |
| Vanguard Target Retirement 2030 FD I Registered investment company | — | — | — | $648K | 3.5% | |
| Voya Intermediate Bond I Registered investment company | — | — | — | $465K | 2.5% | |
| Vanguard Value Index Admiral Registered investment company | — | — | — | $436K | 2.4% | |
| JPMorgan US Equity R6 Registered investment company | — | — | — | $374K | 2.0% | |
| American Funds Europacific R6 Registered investment company | — | — | — | $355K | 1.9% | |
| JPMorgan Large Cap Growth R6 Registered investment company | — | — | — | $311K | 1.7% | |
| Fidelity Total Mkt Index Registered investment company | — | — | — | $294K | 1.6% | |
| Vanguard Small Cap Value Index Fund ADM Registered investment company | — | — | — | $287K | 1.6% | |
| Vanguard Target Retirement 2060 FD I Registered investment company | — | — | — | $279K | 1.5% | |
| Fidelity Mid Cap Index Registered investment company | — | — | — | $274K | 1.5% | |
| Vanguard Explorer Admiral Registered investment company | — | — | — | $262K | 1.4% | |
| Standard stable asset account December 31, 2024 | — | — | — | $255K | 1.4% | |
| Vanguard Total Bond Market Index ADM Registered investment company | — | — | — | $227K | 1.2% | |
| Vanguard Small Cap Growth Index ADM Registered investment company | — | — | — | $219K | 1.2% | |
| Vanguard Target Retirement 2025 FD I Registered investment company | — | — | — | $217K | 1.2% | |
| T Rowe Price Mid Cap Val Registered investment company | — | — | — | $177K | 1.0% | |
| DFA U. S. Small Cap I Registered investment company | — | — | — | $142K | 0.8% | |
| Fidelity Total Intl Index Registered investment company | — | — | — | $133K | 0.7% | |
| Participant loans maturity through November 2038 | — | — | — | $108K | 0.6% | |
| American Funds New Perspective R6 Registered investment company | — | — | — | $102K | 0.6% | |
| Fidelity Small Cap Index Registered investment company | — | — | — | $95K | 0.5% | |
| Neuberger Berman Mid Cap Growth Registered investment company | — | — | — | $82K | 0.4% | |
| Vanguard Target Retirement Inc Inv Registered investment company | — | — | — | $55K | 0.3% | |
| Vanguard Target Retirement 2065 FD I Registered investment company | — | — | — | $42K | 0.2% | |
| PGIM Global Total Return Registered investment company | — | — | — | $25K | 0.1% | |
| Vanguard Target Retirement 2020 FD I Registered investment company | — | — | — | $23K | 0.1% | |
| DFA U. S. Targeted Value I Registered investment company | — | — | — | $11K | <0.1% |
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