Plan Snapshot
- Plan Sponsor: Automotive Machinists Pension Trust
- Sponsor EIN: 916123687
- Sponsor Address: P.O. BOX 34203, SEATTLE, WA, 981241203
- Plan Type: DB
- Total Participants: 505
- Total Assets: $847.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 505 | $847.3M | $0 | $0 |
| 2023 | 510 | $802.8M | $0 | $0 |
| 2022 | 589 | $785.5M | $11.0M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $57,429 | — | $57,429 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,429
- Estimated Expense Ratio: 0.007% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $4,291,571 | $2,212,021 | $940,345 | $57,429 | — |
| 2023 | $4,304,949 | $2,279,063 | $888,742 | — | $584,052 |
| 2022 | $3,660,199 | $1,981,155 | $655,834 | — | $308,206 |