Plan Snapshot
- Plan Sponsor: Board Of Trustees, Construction Industry Drug-Free Workplace Program
- Sponsor EIN: 936312666
- Sponsor Address: 9848 E BURNSIDE, PORTLAND, OR, 97216
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 3,335
- Total Assets: $3.3M
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 | 3,335 | $3.3M | $1.1M | $0 |
| 2023 | 3,980 | $2.9M | $1.2M | $0 |
| 2022 | 4,038 | $2.2M | $1.2M | $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 |
|---|---|---|---|---|
| MASONRY INDUSTRY TRUST ADMIN | Other Service Provider | $208,279 | — | $208,279 |
| CLIFTONLARSONALLEN LLP | Auditor | $19,936 | — | $19,936 |
| SCOTT CAPITAL ADVISORS | Other Service Provider | $17,406 | — | $17,406 |
| TESTVAULT | Other Service Provider | $7,400 | — | $7,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $253,021
- Estimated Expense Ratio: 7.554% 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 | $281,949 | — | $200,000 | $23,582 | — |
| 2023 | $262,303 | — | $189,680 | $20,847 | — |
| 2022 | $279,134 | $9,863 | $188,610 | — | $29,027 |