Plan Snapshot
- Plan Sponsor: Bd Ttees Sheet Metal Workers' Local 100 Washington
- Sponsor EIN: 526038495
- Sponsor Address: WILLIAM C EARHART CO., PORTLAND, OR, 972084148
- Plan Type: DB
- Plan Number: 001
- Total Participants: 1,336
- Total Assets: $391.6M
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 | 1,336 | $391.6M | $27.9M | $0 |
| 2023 | 1,355 | $370.4M | $25.9M | $0 |
| 2022 | 1,460 | $348.1M | $26.0M | $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 |
|---|---|---|---|---|
| WILLIAM C. EARHART CO. INC. | Other Service Provider | $373,371 | — | $373,371 |
| MEKETA FIDUCIARY MANAGMENT | Other Service Provider | $258,237 | — | $258,237 |
| JP MORGAN CHASE BANK, NA | Recordkeeper | $219,281 | — | $219,281 |
| CROW HOLDINGS CAPITAL | Other Service Provider | — | $95,867 | $95,867 |
| AON INVESTMENTS USA INC. | Other Service Provider | $75,000 | — | $75,000 |
| KOHLBERG, KRAVIS, ROBERTS & CO., LP | Other Service Provider | $68,331 | — | $68,331 |
| COMERICA | Other Service Provider | $53,980 | — | $53,980 |
| NOVAK FRANCELLA, LLC | Auditor | $50,540 | — | $50,540 |
| FOSTER & FOSTER, INC. | Other Service Provider | $36,973 | — | $36,973 |
| HAMILTON LANE ADVISORS, LLC | Other Service Provider | — | $26,986 | $26,986 |
| CORECOMMODITY MANAGMENT, LLC | Other Service Provider | — | $23,253 | $23,253 |
| BNY MELLON | Other Service Provider | $19,835 | — | $19,835 |
| STATE STREET GLOBAL ADVISORS TRUST | Other Service Provider | $18,084 | — | $18,084 |
| O'DONOGHUE & O'DONOGHUE, LLP | Other Service Provider | $12,879 | — | $12,879 |
| 16 POINTS LLC | Other Service Provider | — | $11,958 | $11,958 |
| AMALGAMATED BANK | Other Service Provider | $11,936 | — | $11,936 |
| BRANDYWINE GLOBAL INVESTMENT MGMT | Other Service Provider | $9,523 | — | $9,523 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN CHASE BANK, NA — Recordkeeper
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,366,034
- Estimated Expense Ratio: 0.349% 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 | $1,414,337 | $688,815 | $345,611 | $33,500 | — |
| 2023 | $1,454,392 | $750,826 | $328,405 | $36,700 | — |
| 2022 | $1,459,567 | $846,744 | $314,263 | — | $119,058 |