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Original filing (PDF)20250827155933NAL0005051763001
INSPIRE DEVELOPMENT CENTERS
Form 5500
FILING_RECEIVED
INSPIRE DEVELOPMENT CENTERS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
883
Accounts w/ balance
739
Plan assets (EOY)
$31.1M
Net assets (EOY)
$31.1M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 54 bps in Schedule C fees — 86% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSPIRE DEVELOPMENT CENTERS.
Plan sponsor
Name
INSPIRE DEVELOPMENT CENTERS
EIN
91-1220150
Address
105 S. 6TH STREET, SUITE B · SUNNYSIDE, WA · 98944
Phone
(509) 837-2225
Industry
Health Care & Social Assistancesee 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
2025-08-27
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $112K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT ADVISORY | $56K | — |
Investments
26 direct securities· $32.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Inv | — | — | — | $5.2M | 16.6% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $4.1M | 13.2% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $3.0M | 9.6% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $2.9M | 9.3% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $2.4M | 7.8% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $2.1M | 6.9% | |
| The Vanguard Group, Inc. 500 Index Fund Admiral | — | — | — | $1.8M | 5.7% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $1.7M | 5.6% | |
| Participant Loans Interest Rate - 4.25% - 9.50% - | — | — | — | $1.7M | 5.6% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $1.2M | 3.8% | |
| Transamerica Life Ins Co Transamerica Stbl Val Focus Op | — | — | — | $1.2M | 3.8% | |
| Vanguard Target Retirement 2070 Inv 196 Vanguard Retirement Income Inv | — | — | — | $1.2M | 3.7% | |
| Pioneer Investments Bond K | — | — | — | $936K | 3.0% | |
| JP Morgan Large Cap Growth R6 | — | — | — | $907K | 2.9% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $579K | 1.9% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $373K | 1.2% | |
| Hartford Mutual Funds International Opportunities R6 | — | — | — | $354K | 1.1% | |
| BlackRock, Inc. Mid Cap Growth Equity K | — | — | — | $314K | 1.0% | |
| MFS Investment Management Mid Cap Value R6 | — | — | — | $295K | 1.0% | |
| Allspring Global Investments Special Small Cap Value R6 | — | — | — | $204K | 0.7% | |
| Principal SmallCap Growth R6 | — | — | — | $151K | 0.5% | |
| JP Morgan Equity Income R6 | — | — | — | $144K | 0.5% | |
| Cohen & Steers, Inc. Real Estate Securities Z | — | — | — | $73K | 0.2% | |
| Interest-Bearing Cash | — | — | — | $33K | 0.1% | |
| Transamerica Trust Company Cash Reserve Account | — | — | — | $33K | 0.1% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $2K | <0.1% |
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