# Board Of Trustees Agc-Iuoe Local Of Agc-Iuoe Local 701 Pension Trust DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-agc-iuoe-local-701-pension-trust-fund-plan

> Board Of Trustees Agc-Iuoe Local Of Agc-Iuoe Local 701 Pension Trust's DB plan: 1,882 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Agc-Iuoe Local Of Agc-Iuoe Local 701 Pension Trust

- **Sponsor EIN:** 936075580

- **Sponsor Address:** PO BOX 34203, SEATTLE, WA, 98124

- **Plan Type:** DB

- **Total Participants:** 1,882

- **Total Assets:** $358.2M

## 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|1,882|$358.2M|$20.6M|$0|

| 2023|2,218|$342.2M|$20.4M|$0|

| 2022|2,236|$318.1M|$19.6M|$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|

| WELFARE & PENSION ADMIN SVC, INC|NONE|$686,443|—|$686,443|

| BANK OF NEW YORK MELLON|NONE|$316,200|—|$316,200|

| WASHINGTON CAPITAL MANAGEMENT|NONE|$312,352|—|$312,352|

| NEPC, LLC|NONE|$146,991|—|$146,991|

| ASB CAPITAL MANAGEMENT LLC|NONE|$135,765|—|$135,765|

| MILLIMAN, INC.|NONE|$131,198|—|$131,198|

| RICE HALL JAMES & ASSOCIATES LLC|NONE|$81,832|—|$81,832|

| SEGALL BRYANT & HAMILL|NONE|$81,709|—|$81,709|

| QUEST INVESTMENT MANAGEMENT LLC|NONE|$77,712|—|$77,712|

| BARLOW COUGHRAN MORALES & JOSEPSON|NONE|$71,322|—|$71,322|

| THE UNION LABOR LIFE INSURANCE CO|NONE|$64,688|—|$64,688|

| DODGE & COX|NONE|$52,080|—|$52,080|

| AGC-IUOE LOCAL 701 TRAINING TRUST|NONE|$46,895|—|$46,895|

| CLIFTONLARSONALLEN LLP|Auditor|$42,857|—|$42,857|

| PLATFORM CPAS, LLP|NONE|$38,357|—|$38,357|

| US BANK NA|NONE|$36,540|—|$36,540|

| PRINCIPAL FINANCIAL GROUP|NONE|$9,204|—|$9,204|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NEPC, LLC](https://planprovider.pro/provider/milliman) — NONE

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — NONE

- [THE UNION LABOR LIFE INSURANCE CO](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

- [PLATFORM CPAS, LLP](https://planprovider.pro/provider/platform-cpas-llp) — NONE

- [US BANK NA](https://planprovider.pro/provider/john-hancock) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,332,145

- **Estimated Expense Ratio:** 0.651% 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|$2,870,865|$1,305,869|$658,501|$42,857|—|

| 2023|$2,993,862|$1,293,722|$682,060|$52,100|—|

| 2022|$2,571,187|$1,294,955|$673,936|—|$222,512|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-agc-iuoe-local-701-pension-trust-fund-plan)

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