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Original filing (PDF)20250903113428NAL0009378627001
PROVIDENT ELECTRIC, INC.
Form 5500
FILING_RECEIVED
PROVIDENT ELECTRIC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
301
Accounts w/ balance
419
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
How this plan invests
This plan
41 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROVIDENT ELECTRIC, INC..
Plan sponsor
Name
PROVIDENT ELECTRIC, INC.
EIN
91-1463668
Address
31114 3RD AVE. · BLACK DIAMOND, WA · 98010
Phone
(253) 631-7750
Industry
Electrical Contractors· Constructionsee 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
2025-09-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KIMBERLIN COMPANY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WESPAC ADVISORS, LLC | 26-2824668 | ORINDA, CA | NONE | $33K | — |
| WESPAC PLAN SERVICES, LLC | 26-2824865 | ORINDA, CA | NONE | $4K | — |
Investments
40 direct securities· $9.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 22 Charles Schwab Trust Bank American Funds 2060 Target Date | — | — | — | $1.5M | 18.0% | |
| CHARLES SCHWAB AMERICAN FUNDS 2060 TARGET DATE | — | — | — | $1.5M | 17.7% | |
| 23 Charles Schwab Trust Bank American Funds 2055 Target Date | — | — | — | $1.4M | 16.7% | |
| 24 Charles Schwab Trust Bank American Funds 2050 Target Date | — | — | — | $713K | 8.3% | |
| 25 Charles Schwab Trust Bank American Funds 2045 Target Date | — | — | — | $594K | 6.9% | |
| 26 Charles Schwab Trust Bank American Funds 2040 Target Date | — | — | — | $580K | 6.8% | |
| 30 Charles Schwab Trust Bank American Funds 2020 Target Date | — | — | — | $434K | 5.1% | |
| 27 Charles Schwab Trust Bank American Funds 2035 Target Date | — | — | — | $270K | 3.1% | |
| CHARLES SCHWAB S&P 500 INDEX FUND | — | — | — | $267K | 3.1% | |
| 28 Charles Schwab Trust Bank American Funds 2030 Target Date | — | — | — | $249K | 2.9% | |
| 14 *Charles Schwab Trust Bank Schwab S&P 500 Index | — | — | — | $238K | 2.8% | |
| 1 *Charles Schwab Trust Bank SDBA | — | — | — | $206K | 2.4% | |
| 8 Charles Schwab Trust Bank Blackrock Mid-Cap Growth | — | — | — | $187K | 2.2% | |
| 11 Charles Schwab Trust Bank JPMorgan Large Cap Growth | — | — | — | $178K | 2.1% | |
| CHARLES SCHWAB PCRA ROTH | — | — | — | $177K | 2.1% | |
| 9 Charles Schwab Trust Bank Vanguard Mid Cap Index Admiral | — | — | — | $131K | 1.5% | |
| 6 Charles Schwab Trust Bank Vanguard Small Cap Index Admirial | — | — | — | $117K | 1.4% | |
| 35 Charles Schwab Trust Bank Victory NASDAQ 100 Index | — | — | — | $106K | 1.2% | |
| 16 Charles Schwab Trust Bank Goldman Sachs Small Mid Cap Growth | — | — | — | $72K | 0.8% | |
| 20 Charles Schwab Trust Bank Hood River Small Cap Growth | — | — | — | $59K | 0.7% | |
| 29 Charles Schwab Trust Bank American Funds 2025 Target Date | — | — | — | $53K | 0.6% | |
| 19 Charles Schwab Trust Bank GQG Partners Emerging Markets | — | — | — | $51K | 0.6% | |
| 3 Charles Schwab Trust Bank American Funds EuroPacific Growth | — | — | — | $37K | 0.4% | |
| 17 Charles Schwab Trust Bank JPMorgan Equity Income | — | — | — | $36K | 0.4% | |
| CHARLES SCHWAB GOLDMAN SACHS GQG PRT INTERNATIONAL | — | — | — | $32K | 0.4% | |
| 33 Charles Schwab Trust Bank Nuance Mid Cap Value | — | — | — | $31K | 0.4% | |
| CHARLES SCHWAB PERSONAL CHOICE ACCOUNT | — | — | — | $29K | 0.3% | |
| 5 Charles Schwab Trust Bank Baron Discovery Institutional | — | — | — | $29K | 0.3% | |
| 15 Charles Schwab Trust Bank Cohen & Steers Institutional Realty | — | — | — | $22K | 0.3% | |
| 32 Charles Schwab Trust Bank Janus Henderson Enterprise | — | — | — | $21K | 0.2% | |
| 13 Charles Schwab Trust Bank Oakmark Institutional | — | — | — | $20K | 0.2% | |
| 12 Charles Schwab Trust Bank Parnussus Core Equity Institutional | — | — | — | $16K | 0.2% | |
| 31 Charles Schwab Trust Bank American Funds 2010 Target Date | — | — | — | $16K | 0.2% | |
| 2 *Charles Schwab Trust Bank Schwab Bank Savings Account | — | — | — | $16K | 0.2% | |
| 7 Charles Schwab Trust Bank Fuller & Thaler Behavioral Small Cap | — | — | — | $15K | 0.2% | |
| 21 Charles Schwab Trust Bank American Funds American Balanced | — | — | — | $12K | 0.1% | |
| 10 Charles Schwab Trust Bank Janus Henderson Trition | — | — | — | $4K | <0.1% | |
| 36 Charles Schwab Trust Bank JPMorgan Income | — | — | — | $3K | <0.1% | |
| 18 Charles Schwab Trust Bank Vanguard GNMA Admiral | — | — | — | $2K | <0.1% | |
| 34 Charles Schwab Trust Bank T. Rowe Price Institutional Floating Rate | — | — | — | $2K | <0.1% |
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