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Original filing (PDF)20251006104750NAL0003290961001
NORTHWEST MULTIPLE LISTING SERVICE, INC.
Form 5500
FILING_RECEIVED
NORTHWEST MULTIPLE LISTING SERVICE 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
99
Accounts w/ balance
124
Plan assets (EOY)
$16.2M
Net assets (EOY)
$15.9M
How this plan invests
This plan
31 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHWEST MULTIPLE LISTING SERVICE, INC..
Plan sponsor
Name
NORTHWEST MULTIPLE LISTING SERVICE, INC.
EIN
91-1238882
Address
11430 NE 120TH STREET · KIRKLAND, WA · 98034
Phone
(425) 820-9200
Industry
Real Estatesee 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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SWEENEY CONRAD, P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $24K | — |
| HUNNEX AND SHOEMAKER INC | 91-1072394 | — | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | 39-2018056 | — | INVESTMENT ADVISORY - PLA | $35K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA TRUST COMPANY | 42-0947998 | — | TRUSTEE | $167 | — |
Investments
31 direct securities· $15.7M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| in- Identity of issue, borrower, lessor, or rate of interest, collateral, Current interest other similar party par, or maturity value American Funds 2045 Target Date Fund Mutual fund | — | — | — | $1.9M | 11.7% | |
| JPMorgan Large Cap Growth Fund Mutual fund | — | — | — | $1.3M | 7.9% | |
| American Funds 2030 Target Date Fund Mutual fund | — | — | — | $1.2M | 7.6% | |
| American Funds 2060 Target Date Fund Mutual fund | — | — | — | $1.2M | 7.5% | |
| American Funds 2020 Target Date Fund Mutual fund | — | — | — | $1.1M | 7.1% | |
| American Funds 2035 Target Date Fund Mutual fund | — | — | — | $1.1M | 6.7% | |
| American Funds 2040 Target Date Fund Mutual fund | — | — | — | $1.0M | 6.5% | |
| American Funds 2055 Target Date Fund Mutual fund | — | — | — | $971K | 6.0% | |
| American Century Strategic Allocation Fund Mutual fund | — | — | — | $914K | 5.7% | |
| American Funds American Balanced Fund Mutual fund | — | — | — | $725K | 4.5% | |
| American Century Strategic Allocation Conservative Fund Mutual fund 728 * Transamerica Stable Value Core Option Guaranteed interest account | — | — | — | $615K | 3.8% | |
| American Century Strategic Allocation Aggressive Fund Mutual fund | — | — | — | $545K | 3.4% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $423K | 2.6% | |
| American Century Small Cap Growth Fund Mutual fund | — | — | — | $369K | 2.3% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $315K | 1.9% | |
| American Funds 2050 Target Date Fund Mutual fund | — | — | — | $314K | 1.9% | |
| T. Rowe Price Global Growth Stock Fund Mutual fund | — | — | — | $280K | 1.7% | |
| American Funds American High Income Trust Fund Mutual fund | — | — | — | $234K | 1.4% | |
| American Funds 2025 Target Date Fund Mutual fund | — | — | — | $229K | 1.4% | |
| Putnam Large Cap Value Fund Mutual fund | — | — | — | $217K | 1.3% | |
| Notes receivable from participants Mature through 2046, with | — | — | — | $118K | 0.7% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $106K | 0.7% | |
| American Funds 2065 Target Date Fund Mutual fund | — | — | — | $88K | 0.5% | |
| American Funds Strategic Bond Fund Mutual fund | — | — | — | $88K | 0.5% | |
| PIMCO Commodities PLUS Strategy Institutional Fund Mutual fund | — | — | — | $75K | 0.5% | |
| American Funds EuroPacific Growth Fund Mutual fund | — | — | — | $53K | 0.3% | |
| Eaton Vance Atlanta Capital Small/Midcap Fund Mutual fund | — | — | — | $39K | 0.2% | |
| American Century Mid Cap Value Fund Mutual fund | — | — | — | $32K | 0.2% | |
| American Funds Ret. Income Portfolio-Conservative Fund Mutual fund | — | — | — | $17K | 0.1% | |
| American Funds New World Fund Mutual fund | — | — | — | $8K | <0.1% | |
| American Funds Washington Mutual Fund Mutual fund | — | — | — | $4K | <0.1% |
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