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Original filing (PDF)20250916184958NAL0002247985001
ENVIROISSUES
Form 5500
FILING_RECEIVED
ENVIROISSUES 401(K) P/S PLAN
401(k) retirement plan
Active participants
78
Accounts w/ balance
153
Plan assets (EOY)
$19.9M
Net assets (EOY)
$19.9M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENVIROISSUES.
Plan sponsor
Name
ENVIROISSUES
EIN
91-1526183
Address
316 OCCIDENTAL AVE S · SUITE 400 · SEATTLE, WA · 98104
Phone
(206) 269-5041
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
2025-09-16
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)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $225 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA P.C. | 13-5381590 | — | ACCOUNTANT/AUDITOR | $24K | — |
Investments
29 direct securities· $19.9M(100% of reported assets)
Uncategorized
$16.8M
28 holdings
Mutual Funds
$3.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity FID FREEDOM 2050 K | Mutual Funds | — | — | $3.1M | 15.4% | |
| Fidelity FID FREEDOM 2045 K | — | — | — | $2.2M | 10.8% | |
| Fidelity FID 500 INDEX | — | — | — | $2.1M | 10.3% | |
| Fidelity FID FREEDOM 2040 K | — | — | — | $1.8M | 9.0% | |
| Fidelity FID FREEDOM 2055 K | — | — | — | $1.3M | 6.5% | |
| Fidelity FID FREEDOM 2030 K | — | — | — | $1.2M | 5.8% | |
| Fidelity FID FREEDOM 2025 K | — | — | — | $1.0M | 5.1% | |
| Fidelity FID FREEDOM 2060 K | — | — | — | $962K | 4.8% | |
| Self-Directed Brokerage Accounts BROKERAGELINK | — | — | — | $760K | 3.8% | |
| Fidelity FID CONTRAFUND | — | — | — | $597K | 3.0% | |
| Fidelity FID INTL INDEX | — | — | — | $586K | 2.9% | |
| Fidelity FID SMALL CAP GR K6 | — | — | — | $557K | 2.8% | |
| Parnassus VAL EQ INS | — | — | — | $516K | 2.6% | |
| Fidelity FID VALUE | — | — | — | $442K | 2.2% | |
| Fidelity FID EXTD MKT IDX | — | — | — | $415K | 2.1% | |
| Fidelity FID LARGE CAP STOCK | — | — | — | $413K | 2.1% | |
| Fidelity FID US SUSTN IDX | — | — | — | $272K | 1.4% | |
| Calvert INTL EQ I | — | — | — | $267K | 1.3% | |
| Fidelity FID TOTAL BOND K6 | — | — | — | $252K | 1.3% | |
| Fidelity FID US BOND IDX | — | — | — | $246K | 1.2% | |
| Mainstay Winslow MS W LARGE CAP GR R1 | — | — | — | $184K | 0.9% | |
| Fidelity FID FREEDOM 2035 K | — | — | — | $161K | 0.8% | |
| Money Market Fund * Fidelity FID GOVT MMKT | — | — | — | $161K | 0.8% | |
| Vanguard VANG VALUE IDX ADM | — | — | — | $142K | 0.7% | |
| Fidelity FID PURITAN | — | — | — | $135K | 0.7% | |
| Fidelity FID FREEDOM 2065 K | — | — | — | $99K | 0.5% | |
| Carillon CRLN E MID CAP GR I | — | — | — | $98K | 0.5% | |
| Fidelity FID SMALL CAP VALUE | — | — | — | $69K | 0.3% | |
| Fidelity FID FREEDOM INC K | — | — | — | $34K | 0.2% |