# Board Of Trustees, Harrison Electrical Workers Trust 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-harrison-electrical-workers-trust-936023048-501

> Board Of Trustees, Harrison Electrical Workers Trust's 401(k) plan: 7,903 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/platform-cpas-llp) — Auditor

- [MILLIMAN USA](https://planprovider.pro/provider/milliman) — 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|

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