Plan Snapshot
- Plan Sponsor: Board Of Trustees, Operating Engineers Trust Fund Of Wash Dc And Vicin
- Sponsor EIN: 526038508
- Sponsor Address: 911 RIDGEBROOK ROAD, SPARKS, MD, 21152
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,230
- Total Assets: $42.1M
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 | 1,230 | $42.1M | $16.4M | $781,845 |
| 2023 | 1,216 | $40.4M | $16.7M | $811,480 |
| 2022 | 1,194 | $36.8M | $14.9M | $975,809 |
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, INC | Other Service Provider | $532,266 | — | $532,266 |
| CONIFER VALUE BASED CARE | Other Service Provider | $245,630 | — | $245,630 |
| CAREFIRST | Other Service Provider | $143,026 | — | $143,026 |
| DELTA DENTAL OF PENNSYLVANIA | Other Service Provider | $71,729 | — | $71,729 |
| CHARTWELL INVESTMENT PARTNERS | Other Service Provider | $64,683 | — | $64,683 |
| WEDGE CAPITAL MGMT | Other Service Provider | $51,908 | — | $51,908 |
| NCAS | Other Service Provider | $44,080 | — | $44,080 |
| TELEMEDICINE MANAGEMENT INC | Other Service Provider | $41,313 | — | $41,313 |
| CALIBRE CPA GROUP PLLC | Auditor | $33,609 | — | $33,609 |
| AMERICAN CORE REALTY | Other Service Provider | $32,300 | — | $32,300 |
| MCCHESNEY & DALE, P.C. | Other Service Provider | $31,820 | — | $31,820 |
| BOLTON PARTNERS | Other Service Provider | $25,200 | — | $25,200 |
| INVESTMENT PERFORMANCE SERVICE | Other Service Provider | $18,852 | — | $18,852 |
| VISION SERVICE PLAN | Other Service Provider | $14,607 | — | $14,607 |
| CVS | Other Service Provider | $14,213 | — | $14,213 |
| DOYLE PRINTING & OFFSET COMPANY | Other Service Provider | $10,509 | — | $10,509 |
| PART D ADVISORS, INC. | Other Service Provider | $5,928 | — | $5,928 |
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: $1,381,673
- Estimated Expense Ratio: 3.284% 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 | $1,424,398 | $171,425 | $532,266 | $20,860 | — |
| 2023 | $1,385,599 | $127,791 | $516,764 | $31,080 | — |
| 2022 | $1,446,951 | $153,392 | $501,711 | — | $736,639 |