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Original filing (PDF)20251014190421NAL0004842624001
NORTHWEST KIDNEY CENTERS
Form 5500
FILING_RECEIVED
NORTHWEST KIDNEY CENTERS TAX DEFERRED 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
780
Accounts w/ balance
896
Plan assets (EOY)
$126.1M
Net assets (EOY)
$126.1M
How this plan invests
This plan
20 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 (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORTHWEST KIDNEY CENTERS.
Plan sponsor
Name
NORTHWEST KIDNEY CENTERS
EIN
91-6057438
Address
12901 20TH AVENUE S. · SEATAC, WA · 98168
Phone
(206) 720-3721
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $80K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
20 direct securities· $126.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Registered Investment Company | — | — | — | $24.6M | 19.5% | |
| PGIM Jennison Growth Fund Registered Investment Company | — | — | — | $20.4M | 16.2% | |
| Empower Annuity Insurance Company Guaranteed Investment Contract | — | — | — | $17.4M | 13.8% | |
| American EuroPacific Growth Fund Registered Investment Company | — | — | — | $13.8M | 10.9% | |
| Vanguard Explorer Fund Registered Investment Company | — | — | — | $9.8M | 7.8% | |
| Dodge & Cox Income Fund Registered Investment Company | — | — | — | $9.8M | 7.8% | |
| JP Morgan Equity Income Fund Registered Investment Company | — | — | — | $7.5M | 5.9% | |
| Allspring Special Small Cap Value Fund Registered Investment Company | — | — | — | $5.8M | 4.6% | |
| Vanguard Emerging Market Stock Index Fund Registered Investment Company | — | — | — | $3.4M | 2.7% | |
| American Balanced Fund Registered Investment Company | — | — | — | $3.1M | 2.4% | |
| Vanguard Extended Market Index Admiral Fund Registered Investment Company | — | — | — | $2.7M | 2.1% | |
| Cohen & Steers Institutional Realty Fund Registered Investment Company | — | — | — | $2.4M | 1.9% | |
| maturing through December 2041 0 | — | — | — | $1.6M | 1.2% | |
| Vanguard Total Bond Market Index Admiral Fund Registered Investment Company | — | — | — | $1.1M | 0.9% | |
| American Funds Small Cap World Fund Registered Investment Company | — | — | — | $1.1M | 0.9% | |
| Parnassus Endeavor Fund Registered Investment Company | — | — | — | $981K | 0.8% | |
| Vanguard Total Stock Index Admiral Fund Registered Investment Company | — | — | — | $764K | 0.6% | |
| American 2035 Target Date Retire Fund Registered Investment Company | — | — | — | $89K | <0.1% | |
| American 2030 Target Date Retire Fund Registered Investment Company | — | — | — | $6K | <0.1% | |
| American 2045 Target Date Retire Fund Registered Investment Company | — | — | — | $5K | <0.1% |