# Bd Ttees Sheet Metal Workers' Local 100 Washington DB Plan
Source: https://planprovider.pro/companies/bd-ttees-sheet-metal-workers-local-100-washington-526038495-001

> Bd Ttees Sheet Metal Workers' Local 100 Washington's DB plan: 1,336 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/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|

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