Plan Snapshot
- Plan Sponsor: Board Of Trustees Painters And Allied Trades L 1959 Retirement Plan
- Sponsor EIN: 453480450
- Sponsor Address: 7525 SE 24TH ST STE 200, MERCER ISLAND, WA, 980402341
- Plan Type: DC
- Total Participants: 418
- Total Assets: $14.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 418 | $14.2M | $1.2M | $0 |
| 2023 | 406 | $12.5M | $952,800 | $0 |
| 2022 | 397 | $10.4M | $1.0M | $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 |
|---|---|---|---|---|
| SEGAL MARCO ADVISORS | Investment Advisor | $50,000 | — | $50,000 |
| LABOR TRUST SERVICES, INC | Recordkeeper | $31,357 | — | $31,357 |
| JOHN HANCOCK RETIREMENT SERVICES | Recordkeeper | $29,333 | — | $29,333 |
| MACALA & PIATT LLC | ERISA Attorney | $10,608 | — | $10,608 |
| PLATFORM CPAS LLP | Auditor | $10,200 | — | $10,200 |
| MARSH & MCLENNAN AGENCY | Insurance Carrier | $7,575 | — | $7,575 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT SERVICES — Recordkeeper
- PLATFORM CPAS LLP — Auditor
- MARSH & MCLENNAN AGENCY — Insurance Carrier
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $139,073
- Estimated Expense Ratio: 0.982% 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 | $148,001 | $50,000 | $60,690 | $11,200 | — |
| 2023 | $180,219 | $50,000 | $61,725 | — | — |
| 2022 | $162,946 | $50,000 | $59,398 | — | $19,102 |