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Original filing (PDF)20251001141001NAL0031806770001
SAZAN GROUP, INC.
Form 5500
FILING_RECEIVED
SAZAN GROUP 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
132
Accounts w/ balance
174
Plan assets (EOY)
$11.0M
Net assets (EOY)
$11.0M
How this plan invests
This plan
42 pooled trusts
Schedule D
43 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 (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAZAN GROUP, INC..
Plan sponsor
Name
SAZAN GROUP, INC.
EIN
91-1893084
Address
600 STEWART STREET, SUITE 1400 · SEATTLE, WA · 98101
Phone
(206) 267-1700
Industry
Engineering Services· 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
2025-10-01
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC. | 95-2755361 | — | RIA & IA | $2K | — |
Investments
2 direct securities · 42 pooled funds· $11.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$10.8M
41 holdings
Uncategorized
$116K
2 holdings
Common Collective Trust
$114K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS LIFETIME 2030 FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.5M | 13.3% | |
| MFS LIFETIME 2035 FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.3M | 11.8% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 10.3% | |
| MFS LIFETIME 2060 FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $835K | 7.6% | |
| MFS LIFETIME 2025 FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $727K | 6.6% | |
| MFS LIFETIME 2045 FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $707K | 6.4% | |
| NUVEEN LARGE-CAP GROWTH INDEX JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $537K | 4.9% | |
| MFS LIFETIME 2050 FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $490K | 4.4% | |
| MFS LIFETIME 2055 FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $450K | 4.1% | |
| JPMORGAN LARGE CAP GROWTH JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $402K | 3.7% | |
| MFS LIFETIME 2040 FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $323K | 2.9% | |
| T. ROWE PRICE SCI & TECH JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $229K | 2.1% | |
| MFS MID CAP GROWTH FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $226K | 2.1% | |
| RELIANCE METLIFE STABLE VALUE JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $210K | 1.9% | |
| VANGUARD TOTAL INTL STOCK IDX JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $185K | 1.7% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $168K | 1.5% | |
| MFS LIFETIME 2065 FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $167K | 1.5% | |
| T. ROWE PRICE DIVIDEND GROWTH JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $166K | 1.5% | |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $152K | 1.4% | |
| VANGUARD INTERNATIONAL GROWTH JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $132K | 1.2% | |
| MFS VALUE FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $119K | 1.1% | |
| WESTERN ASSET CORE BOND FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $114K | 1.0% | |
| Participant Loans Interest rates at (4.25% ~ 9.50%) | — | — | — | $107K | 1.0% | |
| LORD ABBETT HIGH YIELD FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $87K | 0.8% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $74K | 0.7% | |
| MFS LIFETIME INCOME FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $67K | 0.6% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $49K | 0.4% | |
| MFS BLENDED RESEARCH CORE EQ JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $49K | 0.4% | |
| MFS EMERGING MARKETS DEBT JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $46K | 0.4% | |
| COLUMBIA DIVIDEND INCOME FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $46K | 0.4% | |
| MFS UTILITIES FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $41K | 0.4% | |
| MFS MID CAP VALUE FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $39K | 0.4% | |
| COHEN & STEERS REAL ESTATE JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $31K | 0.3% | |
| COLUMBIA OVERSEAS VALUE FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $31K | 0.3% | |
| MFS MASSACHUSETTS INVESTORS JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $25K | 0.2% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $22K | 0.2% | |
| ALLSPRING SPECIAL SCAP VALUE JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18K | 0.2% | |
| JANUS HENDERSON TRITON FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | 0.1% | |
| HARTFORD INTERNATIONAL OPPOR JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | <0.1% | |
| Victory Sycamore Established Value Fund Pooled Separate Account | — | — | — | $9K | <0.1% | |
| WISDOMTREE MIDCAP DIVIDEND ETF JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| NUVEEN SMALL-CAP BLEND INDEX JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| PARNASSUS MID CAP FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% |
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