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
- 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. |
|---|---|---|---|---|
| 2025 | 1,336 | $391.6M | $0 | $0 |
| 2024 | 1,355 | $370.4M | $0 | $0 |
| 2023 | 1,460 | $348.1M | $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 |
|---|---|---|---|---|
| NOVAK FRANCELLA, LLC | Auditor | $33,500 | — | $33,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,500
- Estimated Expense Ratio: 0.009% 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 | $1,414,337 | $688,815 | $345,611 | $33,500 | — |
| 2024 | $1,454,392 | $750,826 | $328,405 | $36,700 | — |
| 2023 | $1,459,567 | $846,744 | $314,263 | — | $119,058 |