# Board Of Trustees, Construction Industry Drug-Free Workplace Program 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-construction-industry-drug-free-workplace-program-936312666-501

> Board Of Trustees, Construction Industry Drug-Free Workplace Program's 401(k) plan: 3,335 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-construction-industry-drug-free-workplace-program-936312666-501)

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