Plan Snapshot
- Plan Sponsor: Board Of Trustees, Harrison Electrical Workers Trust
- Sponsor EIN: 936023048
- Sponsor Address: 5331 S MACADAM AVE STE 258 PMB 116, PORTLAND, OR, 97239
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 7,903
- Total Assets: $456.9M
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 | 7,903 | $456.9M | $160.3M | $5.1M |
| 2023 | 7,426 | $407.7M | $151.3M | $4.9M |
| 2022 | 7,847 | $359.4M | $151.7M | $4.9M |
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 |
|---|---|---|---|---|
| BENESYS, INC | Other Service Provider | $3,484,313 | — | $3,484,313 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT | Other Service Provider | $668,983 | — | $668,983 |
| LABCORP | Other Service Provider | $410,092 | — | $410,092 |
| CANOPY/ CASCADE CENTERS | Other Service Provider | $244,609 | — | $244,609 |
| WELLS FARGO COMMUNITY BANKING | Other Service Provider | $159,415 | — | $159,415 |
| CONCENTRA HEALTH SERVICES, INC | Other Service Provider | $127,896 | — | $127,896 |
| VISION SERVICE PLAN | Other Service Provider | $76,877 | — | $76,877 |
| OREGON-COLUMBIA CHAPTER-NECA | Other Service Provider | $67,098 | — | $67,098 |
| BENNETT HARTMAN MORRIS & KAPLAN LLP | Other Service Provider | $63,674 | — | $63,674 |
| WELLS FARGO BANK | Other Service Provider | $56,610 | — | $56,610 |
| PLATFORM CPAS LLP | Auditor | $41,200 | — | $41,200 |
| PARAGON MRO GSS PC | Other Service Provider | $39,125 | — | $39,125 |
| ZELIS | Other Service Provider | $37,128 | — | $37,128 |
| EVERNORTH BEHAVIORAL HEALTH, INC | Other Service Provider | $35,360 | — | $35,360 |
| BROWNSTEIN RASK LLP | Other Service Provider | $31,778 | — | $31,778 |
| TESTVAULT LLC | Other Service Provider | $31,000 | — | $31,000 |
| CORELLIAN SOFTWARE, INC | Other Service Provider | $23,986 | — | $23,986 |
| MILLIMAN USA | Recordkeeper | $19,500 | — | $19,500 |
| J.B. NIBLEY INSURANCE, INC | Other Service Provider | $16,336 | — | $16,336 |
| JOSEPH H HERRLE & ASSOCIATES, INC | Other Service Provider | $16,336 | — | $16,336 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLATFORM CPAS LLP — Auditor
- MILLIMAN USA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,651,316
- Estimated Expense Ratio: 1.237% 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 | $3,380,586 | $905,879 | $1,756,652 | $41,200 | — |
| 2023 | $4,798,168 | $770,795 | $2,265,845 | $38,800 | — |
| 2022 | $4,542,727 | $750,722 | $2,011,532 | — | $211,787 |