# Board Of Trustees Of The Machinists Retirement And Savings Plan DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-machinists-retirement-and-savings-plan-plan

> Board Of Trustees Of The Machinists Retirement And Savings Plan's DC plan: 2,326 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The Machinists Retirement And Savings Plan

- **Sponsor EIN:** 930396511

- **Sponsor Address:** 601 UNION ST, STE 1450, SEATTLE, WA, 98101

- **Plan Type:** DC

- **Total Participants:** 2,326

- **Total Assets:** $107.0M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2,326|$107.0M|$3.6M|$6.3M|

| 2023|2,876|$94.4M|$4.2M|$5.6M|

| 2022|3,103|$77.1M|$3.5M|$5.6M|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|$50,106|—|$50,106|

### 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:** $50,106

- **Estimated Expense Ratio:** 0.047% 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|$632,804|$50,000|$181,982|$50,106|—|

| 2023|$532,805|$50,000|$367,176|$16,013|—|

| 2022|$471,064|$50,000|$336,237|—|$52,419|

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