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Original filing (PDF)20251010163810NAL0004797331001
WESTERN WASHINGTON MEDICAL GROUP, INC., P.S.
Form 5500
FILING_RECEIVED
WESTERN WASHINGTON MEDICAL GROUP 401(K) RETIREMENT PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
349
Accounts w/ balance
548
Plan assets (EOY)
$106.0M
Net assets (EOY)
$106.0M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — 54% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WESTERN WASHINGTON MEDICAL GROUP, INC., P.S..
Plan sponsor
Name
WESTERN WASHINGTON MEDICAL GROUP, INC., P.S.
EIN
91-1602128
Address
1728 W. MARINE VIEW DRIVE, STE 110 · EVERETT, WA · 98201
Phone
(425) 259-4041
Industry
Offices of Physicians· Health Care & Social Assistancesee 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
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
2A · Age/service weighted or new comparability
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLARK NUBER P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST PLAN SERVICES | 91-2090931 | — | NONE | $75K | — |
| RBC WEALTH MANAGEMENT | 41-1416330 | — | NONE | $56K | — |
| MATRIX TRUST CO. | 51-0099033 | — | NONE | $33K | — |
Investments
30 direct securities · 1 pooled fund· $103.5M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$99.5M
30 holdings
Common Collective Trust
$4.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Mutual Fund | — | — | — | $20.5M | 19.3% | |
| T. Rowe Price All-Cap Opportunities Mutual Fund | — | — | — | $16.7M | 15.7% | |
| Vanguard Institutional Index Mutual Fund | — | — | — | $10.9M | 10.3% | |
| Vanguard Information Technology Index Mutual Fund | — | — | — | $6.0M | 5.7% | |
| Various Self-Directed Brokerage Accounts | — | — | — | $5.3M | 5.0% | |
| PGIM Total Return Bond Mutual Fund | — | — | — | $4.2M | 4.0% | |
| GREAT GRAY CIT III FOR METLIFE GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $4.0M | 3.8% | |
| American Funds EuroPacific Growth Mutual Fund | — | — | — | $3.7M | 3.5% | |
| Hartford Dividend & Growth Mutual Fund | — | — | — | $3.6M | 3.4% | |
| Vanguard Total Bond Market Index Mutual Fund | — | — | — | $3.0M | 2.8% | |
| Vanguard Total Intl Stock Index Mutual Fund | — | — | — | $3.0M | 2.8% | |
| American Funds Washington Mutual Fund | — | — | — | $2.9M | 2.7% | |
| Vanguard Explorer Mutual Fund | — | — | — | $2.4M | 2.3% | |
| Vanguard Target Retirement 2040 Mutual Fund | — | — | — | $2.4M | 2.2% | |
| Vanguard Target Retirement 2030 Mutual Fund | — | — | — | $2.0M | 1.9% | |
| Vanguard Target Retirement 2045 Mutual Fund | — | — | — | $2.0M | 1.9% | |
| Allspring Special Small Cap Value Fund Mutual Fund | — | — | — | $1.9M | 1.8% | |
| Vanguard Small Cap Index Mutual Fund | — | — | — | $1.8M | 1.7% | |
| T. Rowe Price Health Sciences Mutual Fund | — | — | — | $1.2M | 1.1% | |
| Vanguard Target Retirement 2050 Mutual Fund | — | — | — | $1.1M | 1.0% | |
| Vanguard Target Retirement 2055 Mutual Fund | — | — | — | $946K | 0.9% | |
| Fidelity Emerging Markets Index Mutual Fund | — | — | — | $927K | 0.9% | |
| Vanguard Real Estate Index Mutual Fund | — | — | — | $815K | 0.8% | |
| Vanguard Target Retirement 2025 Mutual Fund | — | — | — | $714K | 0.7% | |
| T. Rowe Price Global Stock Mutual Fund | — | — | — | $511K | 0.5% | |
| Vanguard Target Retirement 2060 Mutual Fund | — | — | — | $360K | 0.3% | |
| Participant loans Rates from 4.25% - 9.50% - 0 - | — | — | — | $223K | 0.2% | |
| Vanguard FTSE Social Index Mutual Fund | — | — | — | $188K | 0.2% | |
| Vanguard Target Retirement 2065 Mutual Fund | — | — | — | $89K | <0.1% | |
| Vanguard Target Retirement 2020 Mutual Fund | — | — | — | $61K | <0.1% | |
| Vanguard Target Retirement 2070 Mutual Fund | — | — | — | $6K | <0.1% |