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Original filing (PDF)20250813175638NAL0005007603001
TREEHOUSE
Form 5500
FILING_RECEIVED
TREEHOUSE 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
178
Accounts w/ balance
252
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (8 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TREEHOUSE.
Plan sponsor
Name
TREEHOUSE
EIN
91-1425676
Address
2100 24TH AVENUE S. · SUITE 200 · SEATTLE, WA · 98144
Phone
(206) 767-7000
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
2025-08-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-1526584 | MILL CREEK, WA | NONE | $7K | — |
Investments
28 direct securities· $8.4M(92% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Intl Stock Index Admiral Registered Investment Company | — | — | — | $987K | 10.8% | |
| Vanguard 500 Index Admiral Registered Investment Company | — | — | — | $866K | 9.5% | |
| Vanguard Extended Market Index Admiral Registered Investment Company | — | — | — | $594K | 6.5% | |
| Massachusetts Investors Growth Stock Fund R6 Registered Investment Company | — | — | — | $540K | 5.9% | |
| PGIM Total Return Bond Z Registered Investment Company | — | — | — | $520K | 5.7% | |
| Vanguard Total Bond Market Index Adm Registered Investment Company | — | — | — | $481K | 5.3% | |
| American Funds 2050 Target Date Retirement Registered Investment Company | — | — | — | $369K | 4.1% | |
| American Funds 2040 Target Date Retirement Registered Investment Company | — | — | — | $355K | 3.9% | |
| Standard Stable Asset Fund Cl2 Insurance Company General Account w | — | — | — | $336K | 3.7% | |
| American Funds 2060 Target Date Retirement Registered Investment Company | — | — | — | $318K | 3.5% | |
| American Funds 2045 Target Date Retirement Registered Investment Company | — | — | — | $297K | 3.3% | |
| American Funds 2055 Target Date Retirement Registered Investment Company | — | — | — | $297K | 3.3% | |
| DFA US Targeted Value Registered Investment Company | — | — | — | $293K | 3.2% | |
| Vanguard Explorer Admiral Registered Investment Company | — | — | — | $291K | 3.2% | |
| Vanguard Emerging Markets Stock Index Admiral Registered Investment Company | — | — | — | $247K | 2.7% | |
| Vanguard Real Estate Index Admiral Registered Investment Company | — | — | — | $244K | 2.7% | |
| Vanguard FTSE Social Index Fund Admiral Shares Registered Investment Company | — | — | — | $234K | 2.6% | |
| Calvert US Large-Cap Core Responsible Index Fund (R6) Registered Investment Company | — | — | — | $232K | 2.6% | |
| Vanguard Information Technology Index Admiral Registered Investment Company | — | — | — | $199K | 2.2% | |
| American Funds 2030 Target Date Retirement Registered Investment Company | — | — | — | $187K | 2.1% | |
| American Funds 2065 Target Date Retirement Registered Investment Company | — | — | — | $134K | 1.5% | |
| Fidelity® Inflation-Protected Bond Index Fund Registered Investment Company | — | — | — | $130K | 1.4% | |
| T. Rowe Price Health Sciences Registered Investment Company | — | — | — | $101K | 1.1% | |
| maturing through February 2029 0 | — | — | — | $57K | 0.6% | |
| Northern Global Sustainability Index K Registered Investment Company | — | — | — | $29K | 0.3% | |
| American Funds 2020 Target Date Retirement Registered Investment Company | — | — | — | $13K | 0.1% | |
| JP Morgan US Government MM Institutional Money Market Fund | — | — | — | $7K | <0.1% | |
| American Funds 2025 Target Date Retirement Registered Investment Company | — | — | — | $1K | <0.1% |
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