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Original filing (PDF)20251016014229NAL0006109201001
NORTHWEST JUSTICE PROJECT
Form 5500
FILING_RECEIVED
NORTHWEST JUSTICE PROJECT 403 (B) PLAN
403(b) retirement plan
Active participants
345
Accounts w/ balance
467
Plan assets (EOY)
$52.7M
Net assets (EOY)
$52.7M
How this plan invests
This plan
1 pooled trust
Schedule D
68 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 (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHWEST JUSTICE PROJECT.
Plan sponsor
Name
NORTHWEST JUSTICE PROJECT
EIN
91-1687791
Address
401 2ND AVE S STE 407 · SEATTLE, WA · 981043811
Phone
(206) 464-1519
Industry
Professional & Technical Servicessee 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
2025-10-16
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
JACOBSON JARVIS & CO, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | 13-1614399 | NEW YORK, NY | RECORD KEEPER | $4K | — |
Investments
67 direct securities · 1 pooled fund· $63.5M(100% 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.
Pooled Separate Account
$31.9M
1 holding
Uncategorized
$26.5M
66 holdings
Mutual Funds
$5.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERIC · EIN 13-1614399 / PN 002 | Pooled Separate Account | — | — | $31.9M | 60.6% | |
| s * Mutual of America Equity Index Fund | Mutual Funds | — | — | $5.1M | 9.6% | |
| Collective Trust Funds Invesco Stable Value Trust - Class A1 | — | — | — | $3.9M | 7.4% | |
| T. Rowe Price Blue Chip Growth Fund I Class | — | — | — | $2.0M | 3.9% | |
| Fidelity Advisor New Insights Z | — | — | — | $2.0M | 3.8% | |
| Mutual of America Mid-Cap Equity Index Fund | — | — | — | $1.9M | 3.5% | |
| DWS Capital Growth Fund - Class R6 | — | — | — | $1.5M | 2.9% | |
| Mutual of America All America Fund | — | — | — | $997K | 1.9% | |
| American Century Heritage Fund R6 Class | — | — | — | $975K | 1.9% | |
| Vanguard Treasury Money Market Fund Investor | — | — | — | $951K | 1.8% | |
| Mutual of America Money Market Fund | — | — | — | $783K | 1.5% | |
| Mutual of America Small Cap Value Fund | — | — | — | $749K | 1.4% | |
| Vanguard International Growth Fund Admiral Shares | — | — | — | $741K | 1.4% | |
| Vanguard Windsor II Fund Admiral Shares | — | — | — | $670K | 1.3% | |
| Mutual of America Small Cap Growth Fund | — | — | — | $654K | 1.2% | |
| Fidelity Advisor Mid Cap II Z | — | — | — | $551K | 1.0% | |
| Mutual of America 2040 Retirement Fund | — | — | — | $520K | 1.0% | |
| Mutual of America 2045 Retirement Fund | — | — | — | $482K | 0.9% | |
| Mutual of America 2050 Retirement Fund | — | — | — | $465K | 0.9% | |
| Mutual of America Clear Passage 2025 | — | — | — | $441K | 0.8% | |
| Fidelity Advisor Equity Income Z | — | — | — | $411K | 0.8% | |
| Mutual of America 2035 Retirement Fund | — | — | — | $376K | 0.7% | |
| Mutual of America Mid-Term Bond Fund | — | — | — | $367K | 0.7% | |
| Mutual of America Bond Fund | — | — | — | $345K | 0.7% | |
| Mutual of America Small Cap Equity Index Fund | — | — | — | $322K | 0.6% | |
| Dodge & Cox Stock Fund Class I | — | — | — | $279K | 0.5% | |
| Invesco Main Street Fund Class R6 | — | — | — | $247K | 0.5% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $232K | 0.4% | |
| Mutual of America 2060 Retirement Fund | — | — | — | $230K | 0.4% | |
| T. Rowe Price Spectrum Moderate Allocation Fund I Class | — | — | — | $224K | 0.4% | |
| Mutual of America Conservative Allocation Fund | — | — | — | $194K | 0.4% | |
| Mutual of America Mid Cap Value Fund | — | — | — | $188K | 0.4% | |
| Vanguard Total Bond Market Index Fund Admiral | — | — | — | $186K | 0.4% | |
| Harbor Capital Appreciation Fund Retirement Class | — | — | — | $179K | 0.3% | |
| Mutual of America Moderate Allocation Fund | — | — | — | $171K | 0.3% | |
| Mutual of America Life Participant loans (381 contracts with interest rates ranging from Insurance Company 4.25% to 9.50% and maturities ranging from 2024 to 2034) | — | — | — | $165K | 0.3% | |
| Mutual of America Aggressive Allocation Fund | — | — | — | $159K | 0.3% | |
| PIMCO Real Return Fund Institutional Class | — | — | — | $151K | 0.3% | |
| American Funds Washington Mutual Investors Fund R6 | — | — | — | $141K | 0.3% | |
| American Funds New World Fund Class R-6 | — | — | — | $135K | 0.3% | |
| Mutual of America 2055 Retirement Fund | — | — | — | $134K | 0.3% | |
| Delaware Small Cap Value Fund Class R6 | — | — | — | $122K | 0.2% | |
| Mutual of America 2020 Retirement Fund | — | — | — | $116K | 0.2% | |
| Goldman Sachs Small Cap Equity Insights Fund Class R6 | — | — | — | $109K | 0.2% | |
| Calvert Balanced Fund Class R6 | — | — | — | $108K | 0.2% | |
| MFS Mid Cap Value Fund Class R6 | — | — | — | $103K | 0.2% | |
| Mutual of America Composite Fund | — | — | — | $95K | 0.2% | |
| Mutual of America Retirement Income Fund | — | — | — | $94K | 0.2% | |
| BlackRock Mid-Cap Growth Equity Portfolio Class K | — | — | — | $85K | 0.2% | |
| Mutual of America International Fund | — | — | — | $85K | 0.2% | |
| T. Rowe Price Spectrum Conservative Allocation Fund I Class | — | — | — | $83K | 0.2% | |
| Vanguard Strategic Equity Fund Investor Shares | — | — | — | $69K | 0.1% | |
| Mutual of America 2065 Retirement Fund Class | — | — | — | $62K | 0.1% | |
| Goldman Sachs U.S. Equity Insights Fund Class R6 | — | — | — | $52K | <0.1% | |
| Victory RS Small Cap Growth Fund Class R6 | — | — | — | $47K | <0.1% | |
| Calvert US Large Cap Core Responsible Index Fund Class R6 | — | — | — | $33K | <0.1% | |
| Neuberger Berman Sustainable Equity Fund Class R6 | — | — | — | $26K | <0.1% | |
| Ave Maria Bond Fund | — | — | — | $22K | <0.1% | |
| Ave Maria Rising Dividend Fund | — | — | — | $21K | <0.1% | |
| Calvert Bond Fund Class R6 | — | — | — | $20K | <0.1% | |
| Calvert Small-Cap Fund Class R6 | — | — | — | $15K | <0.1% | |
| Calvert US Mid Cap Core Responsible Index Fund Class I | — | — | — | $11K | <0.1% | |
| Mutual of America 2015 Retirement Fund | — | — | — | $9K | <0.1% | |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund I Class | — | — | — | $8K | <0.1% | |
| Fidelity Advisor Asset Manager 50% Z | — | — | — | $7K | <0.1% | |
| Mutual of America Catholic Values Index Fund Class | — | — | — | $6K | <0.1% | |
| Calvert International Responsible Index Fund Class R6 | — | — | — | $5K | <0.1% | |
| Mid Atlantic Master Cash Account | — | — | — | $2K | <0.1% |
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