Plan Snapshot
- Plan Sponsor: Bac Local No. 1 Washington Pension Trust
- Sponsor EIN: 916091466
- Sponsor Address: 2323 EASTLAKE AVE E, SEATTLE, WA, 981023305
- Plan Type: DB
- Total Participants: 737
- Total Assets: $162.9M
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 | 737 | $162.9M | $7.2M | $0 |
| 2023 | 815 | $151.4M | $8.1M | $0 |
| 2022 | 731 | $139.0M | $6.4M | $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 |
|---|---|---|---|---|
| ANASTASI MOORE AND MARTIN PLLC | Auditor | $23,545 | — | $23,545 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANASTASI MOORE AND MARTIN PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,545
- Estimated Expense Ratio: 0.014% 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 | $1,263,937 | $879,529 | $87,480 | $23,545 | — |
| 2023 | $1,214,529 | $776,948 | $85,680 | $23,545 | — |
| 2022 | $1,242,188 | $868,090 | $83,940 | — | $176,326 |