Back to filter
Original filing (PDF)20250908205842NAL0012193011001
EASTSIDE RETIREMENT ASSOCIATION DBA EMERALD HEIGHTS
Form 5500
FILING_RECEIVED
EMERALD HEIGHTS 403(B) PLAN
403(b) retirement plan
Signals · 2
99% in single holdingNo recordkeeper disclosed
Active participants
496
Accounts w/ balance
229
Plan assets (EOY)
$15.2M
Net assets (EOY)
$15.2M
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- Top holding "Value * Various 403(b) Contracts and Custodial Accounts" is 99% of plan.
- No recordkeeper disclosed on Schedule C.
- Only 46% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EASTSIDE RETIREMENT ASSOCIATION DBA EMERALD HEIGHTS.
Plan sponsor
Name
EASTSIDE RETIREMENT ASSOCIATION DBA EMERALD HEIGHTS
EIN
91-1261904
Address
10901 176TH CIRCLE NE · REDMOND, WA · 98052
Phone
(425) 556-8109
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK NUBER, P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST PLAN SERVICES, INC | 91-2090931 | SEATTLE, WA | NONE | $26K | — |
| MATRIX TRUST COMPANY | 75-3182674 | PHOENIX, AZ | NONE | $6K | — |
Investments
2 direct securities · 1 pooled fund· $15.3M(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
$15.2M
2 holdings
Pooled Separate Account
$105K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Value * Various 403(b) Contracts and Custodial Accounts | — | — | — | $15.0M | 98.7% | |
| Participant loans Rates from 5.25% - 10.00% - 0 - | — | — | — | $149K | 1.0% | |
| NATIONWIDE LIFE INSURANCE COMPANY NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 000 | Pooled Separate Account | — | — | $105K | 0.7% |
Related plans
Other plans using NORTHWEST PLAN SERVICES, INC
EXELON CORPORATION
EXELON CORPORATION EMPLOYEE SAVINGS PLAN
$6.3B · 20,243 participants
CONSTELLATION ENERGY GENERATION LLC
CONSTELLATION EMPLOYEE SAVINGS PLAN
$6.0B · 14,256 participants
SHEET METAL WORKERS PENSION TRUST
SHEET METAL WORKERS PENSION PLAN OF NORTHERN CALIFORNIA
$1.6B · 5,187 participants
BOARD OF TRUSTEES OF SMART, SHEET METAL WORKERS LOCAL 104 SUP PENSION
SMART, SHEET METAL WORKERS LOCAL NO. 104 SUPPLEMENTAL PENSION PLAN
$1.1B · 4,860 participants
BOARD OF TRUSTEES NORTHERN CALI. PIPE TRADES PENSION TRUST
NORTHERN CALIFORNIA PIPE TRADES PENSION PLAN
$1.1B · 2,266 participants
BOARD OF TRUSTEES OF THE U.A. LOCAL NO. 393 DEFINED CONTRIBUTION PLAN
U. A. LOCAL NO. 393 DEFINED CONTRIBUTION PLAN
$772.0M · 2,095 participants
Similar-size Health Care & Social Assistance plans
CAMINAR
CAMINAR 401(K) PLAN
$15.2M · 358 participants
CHRISTIAN LIVING COMMUNITIES
CHRISTIAN LIVING COMMUNITIES 403(B) PLAN
$15.3M · 607 participants
STRAUSS VENTURES, LLC D/B/A THE GRAND HEALTHCARE SYSTEM
THE GRAND HEALTHCARE SYSTEM 401(K) PLAN
$15.2M · 3,614 participants
NEW HOPE COMMUNITY, INC.
NEW HOPE COMMUNITY, INC. RETIREMENT PLAN
$15.2M · 424 participants
ODYSSEY BEHAVIORAL HEALTHCARE LLC
ODYSSEY BEHAVIORAL HEALTHCARE 401(K) PLAN
$15.3M · 1,268 participants
YOUTH FOR TOMORROW-NEW LIFE CENTER, INC.
YOUTH FOR TOMORROW 401(K) PLAN
$15.2M · 448 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants