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Original filing (PDF)20251009144230NAL0004004883003
PARATRANSIT SERVICES
Form 5500
FILING_RECEIVED
PARATRANSIT SERVICES 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
248
Accounts w/ balance
261
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
How this plan invests
This plan
1 pooled trust
Schedule D
60 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARATRANSIT SERVICES.
Plan sponsor
Name
PARATRANSIT SERVICES
EIN
91-1253112
Address
4810 AUTO CENTER WAY · BREMERTON, WA · 983124309
Phone
(360) 377-7176
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
BAKER TILLY US,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
60 direct securities · 1 pooled fund· $7.7M(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.
Uncategorized
$4.1M
60 holdings
Pooled Separate Account
$3.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT C VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.6M | 84.8% | |
| VY TRwPr Cap Apprec Port Srv + Registered Investment Companies | — | — | — | $623K | 14.7% | |
| American Funds Wash Mutual R4 + Registered Investment Companies | — | — | — | $349K | 8.3% | |
| Voya Fixed Plus Account II A Guaranteed Interest Contract | — | — | — | $324K | 7.7% | |
| VY TRwPr Grw Eqty Pt I + Registered Investment Companies | — | — | — | $317K | 7.5% | |
| Voya Solution 2025 Port Srv + Registered Investment Companies | — | — | — | $303K | 7.2% | |
| Voya Gov Money Market Port I + Registered Investment Companies | — | — | — | $283K | 6.7% | |
| Voya Fixed Account (4550) Guaranteed Interest Contract | — | — | — | $232K | 5.5% | |
| Voya Index Plus MidCap Prt I + Registered Investment Companies | — | — | — | $227K | 5.4% | |
| Fidelity VIP Growth Port I + Registered Investment Companies | — | — | — | $167K | 4.0% | |
| American Funds Fdmntl Inv R4 + Registered Investment Companies | — | — | — | $110K | 2.6% | |
| American Funds Nw Prspctv R4 + Registered Investment Companies | — | — | — | $92K | 2.2% | |
| Fidelity VIP Contrafund Pt I + Registered Investment Companies | — | — | — | $89K | 2.1% | |
| Voya Growth and Income Port I + Registered Investment Companies | — | — | — | $88K | 2.1% | |
| Victory Prec Metals & Mn Fd A + Registered Investment Companies | — | — | — | $83K | 2.0% | |
| Alger Responsible Investing A + Registered Investment Companies | — | — | — | $83K | 2.0% | |
| Calvert VP SRI Balanced Port + Registered Investment Companies | — | — | — | $71K | 1.7% | |
| VY TRwPr Divr MdCp Gr Pt I + Registered Investment Companies | — | — | — | $57K | 1.3% | |
| Voya Index Plus LargeCap Prt I + Registered Investment Companies | — | — | — | $53K | 1.3% | |
| Voya Large Cap Growth Prt Ins + Registered Investment Companies | — | — | — | $49K | 1.2% | |
| Voya Index Plus SmallCap Prt I + Registered Investment Companies | — | — | — | $47K | 1.1% | |
| Wanger Acorn + Registered Investment Companies | — | — | — | $39K | 0.9% | |
| American Funds Growth Fnd R4 + Registered Investment Companies | — | — | — | $38K | 0.9% | |
| Voya Intermediate Bond Prt I + Registered Investment Companies | — | — | — | $34K | 0.8% | |
| Templeton Global Bond Fund A + Registered Investment Companies | — | — | — | $33K | 0.8% | |
| VY Invesco Comstock Port Srv + Registered Investment Companies | — | — | — | $32K | 0.8% | |
| Voya Russell LgCp Indx Prt I + Registered Investment Companies | — | — | — | $30K | 0.7% | |
| Voya Glob Insights Port Init + Registered Investment Companies | — | — | — | $29K | 0.7% | |
| Amana Growth Fund Inv + Registered Investment Companies | — | — | — | $29K | 0.7% | |
| VY Baron Growth Port Srv + Registered Investment Companies | — | — | — | $24K | 0.6% | |
| Lazard Intl Equity Port Opn + Registered Investment Companies | — | — | — | $22K | 0.5% | |
| VY CBRE Rl Estate Prt Srv + Registered Investment Companies | — | — | — | $19K | 0.4% | |
| AMG River Rd Md Cp Val Fd N + Registered Investment Companies | — | — | — | $17K | 0.4% | |
| BlkRck Md-Cp Value Fnd IA + Registered Investment Companies | — | — | — | $15K | 0.3% | |
| Fidelity VIP Eqty-Inc Prt I + Registered Investment Companies | — | — | — | $14K | 0.3% | |
| Invesco VI Core Eqty Fund SI + Registered Investment Companies | — | — | — | $14K | 0.3% | |
| American Funds EuroPacific R4 + Registered Investment Companies | — | — | — | $11K | 0.3% | |
| Voya Mid Cap Opport Port I + Registered Investment Companies | — | — | — | $9K | 0.2% | |
| Invesco VI Amr Franchise Fd I + Registered Investment Companies | — | — | — | $8K | 0.2% | |
| Voya Glo Hi Div Low Vol Prtf I + Registered Investment Companies | — | — | — | $7K | 0.2% | |
| Inv Dev Mrkts Fd A + Registered Investment Companies | — | — | — | $6K | 0.1% | |
| Voya SmCp Opport Port I + Registered Investment Companies | — | — | — | $6K | 0.1% | |
| VY JPM SmCp Cr Eq Port Srv + Registered Investment Companies | — | — | — | $6K | 0.1% | |
| Voya Solution 2045 Port Srv + Registered Investment Companies | — | — | — | $6K | 0.1% | |
| Voya Russell MdCp Indx Prt I + Registered Investment Companies | — | — | — | $6K | 0.1% | |
| Voya Russell SmCp Indx Prt I + Registered Investment Companies | — | — | — | $5K | 0.1% | |
| Voya Fixed Plus Account (4564) Guaranteed Interest Contract | — | — | — | $5K | 0.1% | |
| Voya Large Cap Value Port Ins + Registered Investment Companies | — | — | — | $5K | 0.1% | |
| Voya Solution 2055 Port Srv + Registered Investment Companies | — | — | — | $4K | <0.1% | |
| VY JPM MdCp Value Port Srv + Registered Investment Companies | — | — | — | $4K | <0.1% | |
| Voya Russell LCp Gr Ind Prt I + Registered Investment Companies | — | — | — | $3K | <0.1% | |
| Voya Solution 2035 Port Srv + Registered Investment Companies | — | — | — | $3K | <0.1% | |
| Voya Small Company Port I + Registered Investment Companies | — | — | — | $2K | <0.1% | |
| Voya Solution Income Pt Srv + Registered Investment Companies | — | — | — | $2K | <0.1% | |
| Voya High Yield Port Ins + Registered Investment Companies | — | — | — | $2K | <0.1% | |
| Voya Russell LC Vl Ind Prt S + Registered Investment Companies | — | — | — | $2K | <0.1% | |
| Lord Abbett Srs Fd MC St Pt VC + Registered Investment Companies | — | — | — | $2K | <0.1% | |
| Voya Short-Term GAA Guaranteed Interest Contract | — | — | — | $1K | <0.1% | |
| Voya Solution 2040 Port Srv + Registered Investment Companies | — | — | — | $1K | <0.1% | |
| Allspg Spec SmCp Vl Fd A + Registered Investment Companies | — | — | — | $1K | <0.1% | |
| VY JPM Emrg Mkts Eq Port Srv + Registered Investment Companies | — | — | — | $1K | <0.1% |
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