Original filing (PDF)20250929172257NAL0011574289001

Copiers Northwest, Inc.

Name: Copiers Northwest, Inc. — Copiers Northwest, Inc., Form 5500 (2024)
Creator: Copiers Northwest, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Copiers Northwest, Inc. Profit Sharing & Savings Plan

401(k) retirement plan · Copiers Northwest, Inc.'s Copiers Northwest, Inc. Profit Sharing & Savings Plan held $17.3M in plan assets for 192 participants in 2024, with Fidelity as recordkeeper.

Active participants

192

Accounts w/ balance

234

Plan assets (EOY)

$17.3M

Net assets (EOY)

$17.3M

How this plan invests

This plan

1 pooled trust

Schedule D

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (24th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COPIERS NORTHWEST, INC..

Plan sponsor

Name

COPIERS NORTHWEST, INC.

EIN

91-1339376all filings

Address

615 S ALASKA ST · SEATTLE, WA · 98108

Phone

(206) 282-1200

Industry

Retail Trade

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

2025-09-29

Pension benefit codes

2E · Profit-sharing

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)

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$34K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES	59-2937883	—	ADVISOR/INVESTMENT ADV	$26K	—

Investments

26 direct securities · 1 pooled fund· $18.2M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$13.3M

13 holdings

Common Collective Trusts

$3.0M

7 holdings

Common Collective Trust

$905K

1 holding

Cash / Money Market

$471K

1 holding

Other securities

$300K

4 holdings

Participant loans

$263K

1 holding

					% of plan
American Funds 2020 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$3.1M	18.2%
American Funds 2030 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$2.6M	15.1%
American Funds 2025 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$1.9M	10.7%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.5M	8.7%
American Funds 2045 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$1.4M	8.0%
American Funds 2040 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$1.3M	7.6%
American Funds 2035 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$1.1M	6.5%
Fidelity Managed Income Fund Common Collective Trust	Common Collective Trusts	—	—	$905K	5.2%
MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$905K	5.2%
Dodge & Cox Income Fund Mutual Fund	Mutual Funds	—	—	$594K	3.4%
American Funds 2050 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$511K	3.0%
Cash	Cash / Money Market	—	—	$471K	2.7%
American Funds 2055 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$349K	2.0%
vested balances, maturing * Participant Loans through March 2034 -0-	Participant loans	—	—	$263K	1.5%
American Funds 2060 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$250K	1.4%
T. Rowe Price Diversified Mid Cap Growth Fund Mutual Fund	Other securities	—	—	$249K	1.4%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$243K	1.4%
Vanguard Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$149K	0.9%
American Funds EuroPacific Growth Fund Mutual Fund	Mutual Funds	—	—	$110K	0.6%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$86K	0.5%
American Funds 2015 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$46K	0.3%
Vanguard Mid-Cap Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$38K	0.2%
Vanguard Mid-Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$30K	0.2%
T. Rowe Price International Discover Fund Mutual Fund	Other securities	—	—	$19K	0.1%
Carillon Scout Mid Cap Fund Mutual Fund	Other securities	—	—	$16K	<0.1%
BlackRock High Yield Bond Portfolio Mutual Fund	Other securities	—	—	$16K	<0.1%
Vanguard Inflation-Protected Securities Fund Mutual Fund	Mutual Funds	—	—	$6K	<0.1%