How big is EFN of Tacoma & Pierce County's plan?

EFN of Tacoma & Pierce County's plan reported $1.3M in assets and 28 participants for 2024.

Original filing (PDF)20251014123450NAL0005845938001

EFN of Tacoma & Pierce County

Name: EFN of Tacoma & Pierce County — EFN 403(b) Plan, Form 5500 (2024)
Creator: EFN of Tacoma & Pierce County
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EFN 403(b) Plan

403(b) retirement plan · EFN of Tacoma & Pierce County's EFN 403(b) Plan held $1.3M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Lianna OLDS signed EFN of Tacoma & Pierce County's 2024 Form 5500 as plan administrator.

Lianna OLDS — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

EFN of Tacoma & Pierce County's EIN is 94-3131776.

EIN 94-3131776

Plan number 001

Plan year 2024

ACK ID 20251014123450NAL0005845938001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for EFN of Tacoma & Pierce County from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

EFN of Tacoma & Pierce County's plan includes automatic enrollment, 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EFN OF TACOMA & PIERCE COUNTY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

EFN OF TACOMA & PIERCE COUNTY

EIN

all filings

Address

3318 92ND STREET SOUTH · LAKEWOOD, WA · 98499

Phone

(253) 584-1040

Industry

Health Care & Social Assistance

Plan administrator