Plan Snapshot
- Plan Sponsor: Bd Of Trustees, Northwest Sheet Metal Workers Supp Pension Plan
- Sponsor EIN: 911702340
- Sponsor Address: 5331 S MACADAM AVE STE 258, PORTLAND, OR, 97239
- Plan Type: DC
- Total Participants: 7,556
- Total Assets: $358.9M
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 | 7,556 | $358.9M | $5.0M | $11.6M |
| 2023 | 7,227 | $315.1M | $4.9M | $11.4M |
| 2022 | 6,967 | $270.8M | $4.5M | $11.6M |
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 | $16,996 | — | $16,996 |
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: $16,996
- Estimated Expense Ratio: 0.005% 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 | $803,571 | $103,705 | $138,468 | $16,996 | — |
| 2023 | $761,512 | $38,179 | $133,284 | $29,055 | — |
| 2022 | $752,091 | $97,315 | $498,631 | — | $93,225 |