# B Of T, Northwest Sheet Metal Workers Pension Plan DB Plan
Source: https://planprovider.pro/companies/b-of-t-northwest-sheet-metal-workers-pension-plan-plan

> B Of T, Northwest Sheet Metal Workers Pension Plan's DB plan: 4,885 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** B Of T, Northwest Sheet Metal Workers Pension Plan

- **Sponsor EIN:** 916061344

- **Sponsor Address:** 5331 S MACADAM AVE #220, PORTLAND, OR, 97239

- **Plan Type:** DB

- **Total Participants:** 4,885

- **Total Assets:** $1.7B

## 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.|

| 2025|4,885|$1.7B|$0|$0|

| 2024|4,783|$1.5B|$0|$0|

| 2023|4,660|$1.4B|$0|$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|$51,233|—|$51,233|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $51,233

- **Estimated Expense Ratio:** 0.003% 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|

| 2025|$3,423,817|$2,180,686|$298,497|$51,233|—|

| 2024|$3,282,837|$2,231,469|$294,128|$41,220|—|

| 2023|$3,228,011|$2,207,902|$281,177|—|$193,615|

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