Plan Snapshot
- Plan Sponsor: Board Of Trustees, Cement Masons And Plasterers Retirement Trust
- Sponsor EIN: 916066773
- Sponsor Address: PO BOX 34203, SEATTLE, WA, 98124
- Plan Type: DB
- Total Participants: 1,419
- Total Assets: $454.7M
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 | 1,419 | $454.7M | $13.7M | $0 |
| 2023 | 1,650 | $433.0M | $15.1M | $0 |
| 2022 | 1,325 | $399.8M | $17.0M | $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 |
|---|---|---|---|---|
| WASHINGTON CAPITAL MANAGEMENT | Other Service Provider | $895,364 | — | $895,364 |
| WELFARE & PENSION ADMIN SERVICE | Other Service Provider | $456,314 | — | $456,314 |
| RAEL & LETSON | Other Service Provider | $206,414 | — | $206,414 |
| DODGE & COX INVESTMENT MANAGEMENT | Other Service Provider | $162,489 | — | $162,489 |
| US BANK | Recordkeeper | $142,389 | — | $142,389 |
| BARLOW & COUGHRAN, P.S. | Other Service Provider | $82,192 | — | $82,192 |
| BRANDYWINE GLOBAL INVESTMENT MGMT | Other Service Provider | $81,910 | — | $81,910 |
| HIGHLAND CAPITAL ADVISORS | Other Service Provider | $56,216 | — | $56,216 |
| QUEST INVESTMENT MANAGEMENT | Other Service Provider | $32,023 | — | $32,023 |
| CLIFTONLARSONALLEN LLP | Auditor | $31,839 | — | $31,839 |
| BANK OF AMERICA, NA | Other Service Provider | $8,644 | — | $8,644 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- US BANK — Recordkeeper
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,155,794
- Estimated Expense Ratio: 0.474% 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 | $2,343,253 | $1,227,731 | $400,112 | $31,839 | — |
| 2023 | $2,456,922 | $1,282,082 | $425,024 | $43,955 | — |
| 2022 | $1,920,666 | $1,112,538 | $323,420 | — | $338,082 |