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Original filing (PDF)20251014171657NAL0004617376001
IVAR'S, INC.
Form 5500
FILING_RECEIVED
IVAR'S, INC. 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
440
Accounts w/ balance
495
Plan assets (EOY)
$22.9M
Net assets (EOY)
$22.9M
How this plan invests
This plan
23 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
- 38 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 IVAR'S, INC..
Plan sponsor
Name
IVAR'S, INC.
EIN
91-1349316
Address
1109 FIRST AVENUE, SUITE 350 · SEATTLE, WA · 98101
Phone
(206) 587-6500
Industry
Accommodation & Food Servicessee 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
2025-10-14
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH BUNDAY BERMAN BRITTON, PS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $65K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH BUNDAY BERMAN | 91-1275259 | — | ACCOUNTANT/AUDITOR | $22K | — |
Investments
23 direct securities· $22.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Mutual fund | — | — | — | $4.4M | 19.4% | |
| Vanguard Value Index Mutual fund | — | — | — | $1.8M | 8.1% | |
| Vanguard Mid Cap Value Index Mutual fund | — | — | — | $1.8M | 7.6% | |
| Vanguard 500 Index Mutual fund | — | — | — | $1.4M | 6.2% | |
| Vanguard Small Cap Index Mutual fund | — | — | — | $1.3M | 5.9% | |
| Vanguard Target Retirement 2035 Mutual fund | — | — | — | $1.3M | 5.8% | |
| Vanguard International Growth Mutual fund | — | — | — | $1.3M | 5.7% | |
| Vanguard Target Retirement 2030 Mutual fund | — | — | — | $1.3M | 5.5% | |
| Fidelity Government Money Market Fund Money Market Fund | — | — | — | $1.1M | 4.8% | |
| Vanguard Target Retirement 2025 Mutual fund | — | — | — | $888K | 3.9% | |
| Fidelity Balanced Fund Mutual fund | — | — | — | $843K | 3.7% | |
| Vanguard Mid Cap Growth Index Mutual fund | — | — | — | $827K | 3.6% | |
| Vanguard Target Retirement 2055 Mutual fund | — | — | — | $823K | 3.6% | |
| Dodge & Cox Income I Mutual fund | — | — | — | $702K | 3.1% | |
| Vanguard Target Retirement 2045 Mutual fund | — | — | — | $684K | 3.0% | |
| Vanguard Target Retirement 2040 Mutual fund | — | — | — | $510K | 2.2% | |
| Vanguard Target Retirement 2050 Mutual fund | — | — | — | $493K | 2.2% | |
| Vanguard Target Retirement Income Mutual fund | — | — | — | $334K | 1.5% | |
| Vanguard Target Retirement 2020 Mutual fund | — | — | — | $324K | 1.4% | |
| Vanguard Real Estate Index Mutual fund | — | — | — | $312K | 1.4% | |
| Participant loans 4.25% to 9.5% interest $0 | — | — | — | $273K | 1.2% | |
| Vanguard Target Retirement 2060 Mutual fund | — | — | — | $58K | 0.3% | |
| Vanguard Target Retirement 2065 Mutual fund | — | — | — | $43K | 0.2% |
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