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Original filing (PDF)20251010093820NAL0012241312001
LIFECENTER NORTHWEST
Form 5500
FILING_RECEIVED
LIFECENTER NORTHWEST 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
313
Accounts w/ balance
434
Plan assets (EOY)
$28.9M
Net assets (EOY)
$28.9M
How this plan invests
This plan
1 pooled trust
Schedule D
27 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 LIFECENTER NORTHWEST.
Plan sponsor
Name
LIFECENTER NORTHWEST
EIN
94-3253342
Address
3650 131ST AVENUE SE · SUITE 200 · BELLEVUE, WA · 98006
Phone
(877) 275-5269
Industry
Health Care & Social Assistancesee 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
2025-10-10
Pension benefit codes
2S · Automatic enrollment
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)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $36K | — |
| HIGHLAND CAPITAL ADVISORS LLC | 20-4284376 | — | NONE | $24K | — |
Investments
26 direct securities · 1 pooled fund· $28.6M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$26.2M
26 holdings
Common Collective Trust
$2.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $4.9M | 16.9% | |
| MFS International Diversification R6 MFS 0 | — | — | — | $2.8M | 9.8% | |
| American Funds American Mutual R6 American Funds 0 | — | — | — | $2.7M | 9.5% | |
| STANDARD STABLE ASSET FUND STANDARD INSURANCE CO · EIN 93-0242990 / PN 001 | Common Collective Trust | — | — | $2.3M | 8.1% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.9M | 6.4% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.7M | 5.7% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $1.7M | 5.7% | |
| (CL)Victory Sycamore Established Val R6 Victory 0 | — | — | — | $1.5M | 5.2% | |
| PGIM Total Return Bond R6 PGIM 0 | — | — | — | $1.2M | 4.3% | |
| T. Rowe Price Diversified Md Cp Grth I T. Rowe Price 0 | — | — | — | $1.1M | 3.9% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.1M | 3.7% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.1M | 3.7% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $789K | 2.7% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $775K | 2.7% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $749K | 2.6% | |
| Macquarie Small Cap Growth I Macquarie 0 | — | — | — | $690K | 2.4% | |
| Fidelity Large Cap Growth Index Fidelity 0 | — | — | — | $478K | 1.7% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $289K | 1.0% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $258K | 0.9% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $171K | 0.6% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $129K | 0.4% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $122K | 0.4% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $66K | 0.2% | |
| American Funds EuroPacific Gr R6 American Funds 0 | — | — | — | $27K | <0.1% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $27K | <0.1% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $18K | <0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $2K | <0.1% |