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Original filing (PDF)20251014112628NAL0003791472001
NORTHWEST AEROSPACE TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
NORTHWEST AEROSPACE TECHNOLOGIES, INC. 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
224
Accounts w/ balance
280
Plan assets (EOY)
$38.2M
Net assets (EOY)
$38.2M
How this plan invests
This plan
39 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 NORTHWEST AEROSPACE TECHNOLOGIES, INC..
Plan sponsor
Name
NORTHWEST AEROSPACE TECHNOLOGIES, INC.
EIN
91-1776817
Address
415 RIVERSIDE ROAD · EVERETT, WA · 982011278
Phone
(425) 257-2044
Industry
Manufacturingsee 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DWYER, PEMBERTON & COULSON, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | — | MILWAUKEE, WI | NONE | $65K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $10K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $8K | — |
| DEFINITI LLC | — | THE WOODLANDS, TX | NONE | $5K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $2K | — |
Investments
39 direct securities· $38.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RETIREMENT BLEND 2030 I Registered Investment Company | — | — | — | $8.7M | 22.9% | |
| TRP RETIREMENT BLEND 2045 I Registered Investment Company | — | — | — | $5.3M | 13.8% | |
| TRP RETIREMENT BLEND 2025 I Registered Investment Company | — | — | — | $4.5M | 11.8% | |
| TRP RETIREMENT BLEND 2035 I Registered Investment Company | — | — | — | $3.7M | 9.8% | |
| FIDELITY 500 INDEX Registered Investment Company | — | — | — | $3.0M | 8.0% | |
| APEX GUARANTEED FIXED INT A5 Investment Contract, interest at 3.7% | — | — | — | $1.9M | 5.1% | |
| TRP RETIREMENT BLEND 2050 I Registered Investment Company | — | — | — | $1.8M | 4.6% | |
| TRP RETIREMENT BLEND 2040 I Registered Investment Company | — | — | — | $1.7M | 4.4% | |
| TRP RETIREMENT BLEND 2055 I Registered Investment Company | — | — | — | $1.1M | 3.0% | |
| MACQUARIE SCI & TECH R6 Registered Investment Company | — | — | — | $1.1M | 2.8% | |
| FIDELITY MID CAP INDEX Registered Investment Company | — | — | — | $984K | 2.6% | |
| FIDELITY SMALL CAP INDEX Registered Investment Company | — | — | — | $456K | 1.2% | |
| TRP BLUE CHIP GROWTH Registered Investment Company | — | — | — | $438K | 1.1% | |
| VANGUARD ENERGY INDEX ADM Registered Investment Company | — | — | — | $394K | 1.0% | |
| TRP RETIREMENT BLEND 2060 I Registered Investment Company | — | — | — | $385K | 1.0% | |
| PIMCO INCOME A Registered Investment Company | — | — | — | $237K | 0.6% | |
| AMERICAN FUND BALANCED R6 Registered Investment Company | — | — | — | $199K | 0.5% | |
| TRP RETIREMENT BLEND 2065 I Registered Investment Company | — | — | — | $197K | 0.5% | |
| FIDELITY SELECT UTILITIES PORTFOLIO Registered Investment Company | — | — | — | $195K | 0.5% | |
| VICTORY CORE PLUS INTER BND R6 Registered Investment Company | — | — | — | $188K | 0.5% | |
| NUVEEN INTL EQUITY INDEX R6 Registered Investment Company | — | — | — | $187K | 0.5% | |
| AMERICAN NEW PERSPECTIVES R6 Registered Investment Company | — | — | — | $170K | 0.4% | |
| PUTNAM LARGE CAP VALUE Y Registered Investment Company | — | — | — | $163K | 0.4% | |
| TRP MID-CAP VALUE Registered Investment Company | — | — | — | $123K | 0.3% | |
| UNDISCOVERED MGRS BEHAVIORAL VALUE R6 Registered Investment Company | — | — | — | $98K | 0.3% | |
| FED HERMES MDT MID CAP GR R6 Registered Investment Company | — | — | — | $95K | 0.2% | |
| JANUS HENDERSON VENTURE I Registered Investment Company | — | — | — | $92K | 0.2% | |
| PRINCIPAL REAL ESTATE SECURITIES INST Registered Investment Company | — | — | — | $90K | 0.2% | |
| GS GQG PTNRS INTL OPPS R6 Registered Investment Company | — | — | — | $79K | 0.2% | |
| JANUS HENDERSON GLOBAL LIFE SCIENCES I Registered Investment Company | — | — | — | $72K | 0.2% | |
| FIDELITY ADVISOR CAP & INC Z Registered Investment Company | — | — | — | $64K | 0.2% | |
| GOLDMAN SACHS INTL SMALL CP INSIGHTS I Registered Investment Company | — | — | — | $62K | 0.2% | |
| JP MORGAN US EQUITY R5 Registered Investment Company | — | — | — | $60K | 0.2% | |
| PIMCO COMM PLUS STRATEGY INSTL Registered Investment Company | — | — | — | $47K | 0.1% | |
| TRP RETIREMENT BLEND 2020 I Registered Investment Company | — | — | — | $23K | <0.1% | |
| VANGUARD FED MONEY MARKET FUND Registered Investment Company | — | — | — | $14K | <0.1% | |
| BLACKROCK 80/20 TARGET ALLOCATION INSTL Registered Investment Company | — | — | — | $10K | <0.1% | |
| PIMCO REAL RETURN INSTL Registered Investment Company | — | — | — | $1K | <0.1% | |
| PIMCO GLOBAL BOND OPPS (USD-HEDGED) INSRegistered Investment Company | — | — | — | $1K | <0.1% |