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Original filing (PDF)20250715195505NAL0003883056001

BOARD OF TRUSTEES, SOUND RETIREMENT TRUST

Form 5500
FILING_RECEIVED
SOUND RETIREMENT TRUST
Defined-benefit pension plan
Signals · 2
No recordkeeper disclosed29 service providers
Active participants
75,402
Accounts w/ balance
0
Plan assets (EOY)
$2.6B
Net assets (EOY)
$2.5B
How this plan invests
This plan
4 collective trusts
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
  • 38 bps in Schedule C fees — 658% above peer band of 5 bps.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, SOUND RETIREMENT TRUST.
Plan sponsor
Name
BOARD OF TRUSTEES, SOUND RETIREMENT TRUST
EIN
91-6069306
Address
11724 NE 195TH ST STE 300 · BOTHELL, WA · 98011
Phone
(206) 282-4100
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

29 rows
Other
29
NameEINLocationRelationDirect compIndirect comp
HAMILTON LANE ADVISORS, LLC23-2962336—NONE$1.7M—
LOOMIS SAYLES & COMPANY, LP04-3200030—NONE$1.3M—
ZENITH AMERICAN SOLUTIONS52-1590516—NONE$1.2M—
PIMCO33-0629048—NONE$929K—
STEPSTONE GROUP REAL ESTATE HOLDING38-3930662—NONE$924K—
SEYFARTH SHAW LLP36-2152202—NONE$589K—
VERUS ADVISORY, INC91-1320111—NONE$560K—
CHEIRON, INC13-4215617—NONE$424K—
SLEVIN & HART, P.C.52-1708613—NONE$342K—
RAEL & LETSON94-1701048—NONE$310K—
RYAN ALM ADVISERS, LLC20-2865003—NONE$202K—
US BANK, N.A.31-0841368—NONE$195K—
AGILIS PARTNERS LLC04-3513306—NONE$194K—
THE TCW GROUP, INC.95-3703295—NONE$181K—
PARAMETRIC PORTFOLIO ASSOCIATES LLC20-0292745—NONE$172K—
FUNSTON ADVISORY SERVICES, LLC27-2425494—NONE$135K—
MILLER KAPLAN ARASE LLP95-2036255—NONE$131K—
BARLOW COUGHRAN MORALES & JOSEPHSON91-0889948—NONE$75K—
BLACKSTONE MANAGEMENT PARTNERS LLC26-0288589—NONE$70K—
STATE STREET GLOBAL ADVISORS81-4017137—NONE$55K—
IRON MOUNTAIN, INC23-2588479—NONE$29K—
KAYE-SMITH ENTERPRISES, INC.93-0523003—NONE$25K—
WELLS FARGO BANK, NA—SEATTLE, WANONE$25K—
AMERICAN ARBITRATION ASSOCIATION—SEATTLE, WANONE$14K—
SERVICE PRINTING CO.91-0830372—NONE$10K—
PUBLISHER'S MAILING SERVICE91-1928931—NONE$8K—
KELSO & COMPANY LP94-2680741—NONE$0—
SEGAL SELECT INSURANCE SERVICES—NEW YORK, NYNONE$0—
MIDOCEAN US ADVISOR LP43-1994382—NONE$0—

Investments

4 pooled funds· $317.4M(12% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

103-12 Investment Entity
$198.5M
2 holdings
Common Collective Trust
$118.9M
2 holdings
InvestmentTypeCurrent value% of plan
ALL WEATHER PORTFOLIO LIMITED
ALL WEATHER PORTFOLIO LIMITED · EIN 98-0501379 / PN 001
103-12 Investment Entity
$107.3M4.1%
PANAGORA GROUP TR RISK PARITY MA FD
PANAGORA ASSET MANAGEMENT INC · EIN 04-3183235 / PN 006
103-12 Investment Entity
$91.2M3.5%
SSGA LONG US TREASURY INDEX SL FUND
STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 472
Common Collective Trust
$60.1M2.3%
INVESCO BALANCED-RISK COMMODITY TR
INVESCO TRUST COMPANY · EIN 27-1980766 / PN 001
Common Collective Trust
$58.7M2.3%