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Original filing (PDF)20251014172909NAL0007030578001
CRISTA MINISTRIES
Form 5500
FILING_RECEIVED
CRISTA MINISTRIES 403(B) SAVINGS PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
800
Accounts w/ balance
631
Plan assets (EOY)
$41.2M
Net assets (EOY)
$41.2M
How this plan invests
This plan
47 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 CRISTA MINISTRIES.
Plan sponsor
Name
CRISTA MINISTRIES
EIN
91-6012289
Address
19303 FREMONT AVENUE NORTH · MS 77 · SHORELINE, WA · 98133
Phone
(206) 546-7419
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
2025-10-14
Pension benefit codes
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | 20-0563684 | — | NONE | $53K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $46K | — |
| MOSSADAMS | — | SEATTLE, WA | NONE | $20K | — |
| INVESTMENT ADVISOR OPERATIONS | — | MINNEAPOLIS, MN | NONE | $16K | — |
Investments
47 direct securities· $41.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SS Vanguard Institutional Index Instl Vanguard 0 | — | — | — | $3.3M | 8.1% | |
| New York Life Guaranteed Interest 10 New York 0 | — | — | — | $2.9M | 7.0% | |
| Vanguard Institutional Index Instl Vanguard 0 | — | — | — | $2.8M | 6.8% | |
| SS PGIM Total Return Bond R6 PGIM 0 | — | — | — | $2.0M | 4.9% | |
| SS Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $2.0M | 4.8% | |
| SS Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $1.8M | 4.3% | |
| SS Vanguard Windsor Adm Vanguard 0 | — | — | — | $1.7M | 4.2% | |
| SS T. Rowe Price All-Cap Opport I T. Rowe Price 0 | — | — | — | $1.6M | 3.8% | |
| T. Rowe Price All-Cap Opport I T. Rowe Price 0 | — | — | — | $1.5M | 3.5% | |
| SS Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $1.4M | 3.4% | |
| SS New York Life Guaranteed Interest 10 New York 0 | — | — | — | $1.4M | 3.4% | |
| SS American Funds EuroPacific Gr R6 American Funds 0 | — | — | — | $1.4M | 3.4% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | — | — | — | $1.3M | 3.2% | |
| MFS Mid Cap Growth R6 MFS 0 | — | — | — | $1.1M | 2.7% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | — | — | — | $1.0M | 2.5% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | — | — | — | $948K | 2.3% | |
| SS DFA U.S. Targeted Value Portfolio I DFA 0 | — | — | — | $929K | 2.3% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | — | — | — | $922K | 2.2% | |
| SS Vanguard Explorer Adm Vanguard 0 | — | — | — | $819K | 2.0% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | — | — | — | $764K | 1.9% | |
| SS Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $728K | 1.8% | |
| SS Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $724K | 1.8% | |
| PGIM Total Return Bond R6 PGIM 0 | — | — | — | $720K | 1.7% | |
| American Funds EuroPacific Gr R6 American Funds 0 | — | — | — | $701K | 1.7% | |
| American Funds Trgt Date Ret 2030 R6 American Funds 0 | — | — | — | $696K | 1.7% | |
| Vanguard Information Tech Index Adm Vanguard 0 | — | — | — | $669K | 1.6% | |
| SS Fidelity Inflation-Protected Bond Ind Fidelity 0 | — | — | — | $594K | 1.4% | |
| Vanguard Materials Index Adm Vanguard 0 | — | — | — | $536K | 1.3% | |
| Northern World Selection Index K Northern 0 | — | — | — | $508K | 1.2% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 | — | — | — | $484K | 1.2% | |
| Vanguard Windsor Adm Vanguard 0 | — | — | — | $434K | 1.1% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | — | — | — | $396K | 1.0% | |
| Vanguard Explorer Adm Vanguard 0 | — | — | — | $303K | 0.7% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $285K | 0.7% | |
| American Funds Trgt Date Ret 2020 R6 American Funds 0 | — | — | — | $271K | 0.7% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $259K | 0.6% | |
| T. Rowe Price Health Sciences Inv T. Rowe Price 0 | — | — | — | $249K | 0.6% | |
| American Funds Trgt Date Ret 2060 R6 American Funds 0 | — | — | — | $221K | 0.5% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $190K | 0.5% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $167K | 0.4% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $143K | 0.3% | |
| American Funds Trgt Date Ret 2065 R6 American Funds 0 | — | — | — | $105K | 0.3% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $100K | 0.2% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $89K | 0.2% | |
| Fidelity Inflation-Protected Bond Ind Fidelity 0 | — | — | — | $33K | <0.1% | |
| Parnassus Core Equity Inst Parnassus 0 | — | — | — | $24K | <0.1% | |
| American Funds Trgt Date Ret 2015 R6 American Funds 0 | — | — | — | $4K | <0.1% |