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Original filing (PDF)20251010123348NAL0008162145001
NORTHWEST IMMIGRANT RIGHTS PROJECT
Form 5500
FILING_RECEIVED
NORTHWEST IMMIGRANT RIGHTS PROJECT 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
175
Accounts w/ balance
255
Plan assets (EOY)
$11.0M
Net assets (EOY)
$11.0M
How this plan invests
This plan
27 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 NORTHWEST IMMIGRANT RIGHTS PROJECT.
Plan sponsor
Name
NORTHWEST IMMIGRANT RIGHTS PROJECT
EIN
91-1393082
Address
615 SECOND AVE STE 400 · SEATTLE, WA · 98104
Phone
(206) 957-8601
Industry
Professional & Technical 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
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HAGEN, KURTH, PERMAN & CO P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
27 direct securities· $11.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard FTSE Social Index Adm Mutual fund n/a $ | — | — | — | $1.4M | 12.3% | |
| DFA International Social Core Equity Portfolio Instl Mutual fund n/a | — | — | — | $1.2M | 11.3% | |
| Calvert Bond Fund I Mutual fund n/a | — | — | — | $1.0M | 9.3% | |
| Self-directed brokerage accounts n/a | — | — | — | $924K | 8.4% | |
| Calvert U.S. Large Cap Growth Responsible Index R6 Mutual fund n/a | — | — | — | $834K | 7.6% | |
| Calvert U.S. Large Cap Value Responsible Index R6 Mutual fund n/a | — | — | — | $618K | 5.6% | |
| Guaranteed investment * Voya Fixed Account B contract n/a | — | — | — | $593K | 5.4% | |
| DFA U.S. Small Cap Value Portfolio Instl Mutual fund n/a | — | — | — | $504K | 4.6% | |
| Vanguard Mid-Cap Growth Index Adm Mutual fund n/a | — | — | — | $472K | 4.3% | |
| DFA U.S. Social Core Equity 2 Portfolio Instl Mutual fund n/a | — | — | — | $460K | 4.2% | |
| Calvert Emerging Markets Equity R6 Mutual fund n/a | — | — | — | $457K | 4.2% | |
| DFA U.S. Small Cap Growth Portfolio Instl Mutual fund n/a | — | — | — | $438K | 4.0% | |
| DFA U.S. Sustain Core 1 Portfolio Instl Mutual fund n/a | — | — | — | $417K | 3.8% | |
| Calvert U.S. Mid Cap Core Responsible Index R6 Mutual fund n/a | — | — | — | $346K | 3.1% | |
| Victory Sycamore Established Value Mutual fund n/a | — | — | — | $339K | 3.1% | |
| Cohen & Steers Realty Shares Mutual fund n/a | — | — | — | $269K | 2.5% | |
| Dodge & Cox Income Mutual fund n/a | — | — | — | $252K | 2.3% | |
| American Funds 2050 Target Date R6 Mutual fund n/a | — | — | — | $101K | 0.9% | |
| American Funds 2060 Target Date R6 Mutual fund n/a | — | — | — | $78K | 0.7% | |
| Cash, interest bearing Cash n/a | — | — | — | $63K | 0.6% | |
| Voya Government Money Market Fund A Mutual fund n/a | — | — | — | $56K | 0.5% | |
| American Funds 2055 Target Date R6 Mutual fund n/a | — | — | — | $42K | 0.4% | |
| American Funds 2045 Target Date R6 Mutual fund n/a | — | — | — | $29K | 0.3% | |
| American Funds 2040 Target Date R6 Mutual fund n/a | — | — | — | $24K | 0.2% | |
| American Funds 2065 Target Date R6 Mutual fund n/a | — | — | — | $23K | 0.2% | |
| Impax Sustainable Allocation Instl Mutual fund n/a | — | — | — | $22K | 0.2% | |
| American Funds 2035 Target Date R6 Mutual fund n/a | — | — | — | $2K | <0.1% |
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