· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
VANCOUVER NATIONAL HISTORIC RESERVE TRUST — VANCOUVER NATIONAL HISTORIC RESERVE TRUST DEFINED CONTRIBUTION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250709174524NAL0004998289001
VANCOUVER NATIONAL HISTORIC RESERVE TRUST
Form 5500-SF
FILING_RECEIVED
VANCOUVER NATIONAL HISTORIC RESERVE TRUST DEFINED CONTRIBUTION PLAN
Defined-contribution retirement plan
Active participants
19
Accounts w/ balance
54
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
VANCOUVER NATIONAL HISTORIC RESERVE TRUST
.
Find decision makers
Plan sponsor
Name
VANCOUVER NATIONAL HISTORIC RESERVE TRUST
DBA
THE HISTORIC TRUST
EIN
91-1937645
Address
750 ANDERSON ST · VANCOUVER, WA · 986613853
Phone
(360) 992-1800
Industry
Other Services (ex. Public Admin)
see 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
2025-07-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
MICHIGAN PHARMACISTS ASSOCIATION
MICHIGAN PHARMACISTS ASSOCIATION EMPLOYEE DEFERRED COMP PLAN
$1.6M · 14 participants
BASKETBALL CITY NY, LLC
BASKETBALL CITY NY 401(K) PLAN
$1.6M · 23 participants
TEXAS GIRLS AND BOYS RANCH
TEXAS GIRLS AND BOYS RANCH 401(K) PLAN
$1.6M · 50 participants
INNOVIA FOUNDATION
INNOVIA FOUNDATION 403(B) PLAN
$1.6M · 20 participants
PRINCETON AREA COMMUNITY FOUNDATION, INC.
PRINCETON AREA COMMUNITY FOUNDATION, INC. DEFINED CONTRIBUTION 403(B) RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.6M · 17 participants
AMERICAN ASSOCIATION OF PEOPLE WITH DISABILITIES
AMERICAN ASSOCIATION OF PEOPLE WITH DISABILITIES 403(B) DC AND TDA PLAN
$1.6M · 13 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
