Plan Snapshot
- Plan Sponsor: Board Of Trustees, Operating Engineers Pension Trust Fund Of Washingto
- Sponsor EIN: 526038506
- Sponsor Address: 911 RIDGEBROOK ROAD, SPARKS, MD, 211529459
- Plan Type: DB
- Total Participants: 1,291
- Total Assets: $203.2M
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 | 1,291 | $203.2M | $11.0M | $0 |
| 2023 | 1,289 | $194.1M | $9.6M | $0 |
| 2022 | 1,270 | $186.2M | $8.7M | $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 |
|---|---|---|---|---|
| ASSOCIATED ADMINISTRATORS LLC | Other Service Provider | $193,365 | — | $193,365 |
| CHARTWELL INVESTMENT PARTNERS | Other Service Provider | $154,894 | — | $154,894 |
| WEDGE CAPITAL MGMT | Other Service Provider | $142,659 | — | $142,659 |
| INV PERFORMANCE SERVICE | Other Service Provider | $98,308 | — | $98,308 |
| WASHINGTON CAPITAL MGMT | Other Service Provider | $83,767 | — | $83,767 |
| GROSVENOR CAPITAL MANAGEMENT | Other Service Provider | $64,176 | — | $64,176 |
| BOLTON PARTNERS | Other Service Provider | $56,063 | — | $56,063 |
| TIMES SQUARE | Other Service Provider | $53,540 | — | $53,540 |
| CALIBRE CPA GROUP, PLLC | Auditor | $49,724 | — | $49,724 |
| JOHNSTON ASSET MANAGEMENT | Other Service Provider | $40,293 | — | $40,293 |
| MCCHESNEY ET AL | Other Service Provider | $26,223 | — | $26,223 |
| DOYLE PRINTING & OFFSET CO. | Other Service Provider | $5,016 | — | $5,016 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $968,028
- Estimated Expense Ratio: 0.476% 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 | $1,356,556 | $879,828 | $193,365 | $36,975 | — |
| 2023 | $1,244,983 | $801,291 | $187,732 | $32,860 | — |
| 2022 | $1,454,312 | $1,002,066 | $182,262 | — | $149,969 |