Back to filter
Original filing (PDF)20250620115907NAL0009550402001
JOSEPH DESIGN, INC.
Form 5500-SF
FILING_RECEIVED
JAMIE JOSEPH 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
12
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOSEPH DESIGN, INC..
Plan sponsor
Name
JOSEPH DESIGN, INC.
EIN
91-2050695
Address
2401 HARBOR AVE SW · SEATTLE, WA · 98126
Phone
(206) 935-3974
Industry
Wholesale Tradesee 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
2025-06-20
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
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 providersRelated plans
Similar-size Wholesale Trade plans
SPECIALTY METALS SMELTERS & REFINERS, LLC
SPECIALTY METALS SMELTERS & REFINERS, LLC DEFINED BENEFIT PENSION PLAN
$3.8M · 5 participants
CALIFORNIA NUMISMATIC INVESTMENTS, INC.
CALIFORNIA NUMISMATIC INVESTMENTS, INC., PROFIT SHARING PLAN
$3.8M · 18 participants
ESSLINGER & CO.
ESSLINGER & CO. 401(K) AND PROFIT SHARING PLAN
$3.8M · 14 participants
TOMAX USA
TOMAX USA DEFINED BENEFIT PENSION PLAN
$3.8M · 9 participants
MORGAN JEWELERS OF SLC, INC.
MORGAN JEWELERS OF SALT LAKE CITY, INC. 401(K) PROFIT SHARING PLAN
$3.9M · 107 participants
WC3 WHOLESALE, INC.
WC3 WHOLESALE, INC. CASH BALANCE PENSION PLAN
$3.9M · 14 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