Plan Snapshot
- Plan Sponsor: Board Of Trustees-Oregon Laborers- Employers Pension Trust Fund
- Sponsor EIN: 276434385
- Sponsor Address: 12029 NE GLENN WIDING RD., PORTLAND, OR, 972209050
- Plan Type: 401(k)
- Total Participants: 4,003
- Total Assets: $21.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 4,003 | $21.0M | $1.8M | $736,918 |
| 2023 | 3,553 | $18.0M | $1.6M | $673,640 |
| 2022 | 3,075 | $14.8M | $1.5M | $532,617 |
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 |
|---|---|---|---|---|
| MILLIMAN, INC. | Recordkeeper | $251,985 | — | $251,985 |
| WILLIAM C. EARHART CO., INC. | Other Service Provider | $68,346 | — | $68,346 |
| WEINBERG, ROGER & ROSENFELD | Other Service Provider | $22,168 | — | $22,168 |
| WITHUMSMITH+BROWN, PC | Auditor | $19,521 | — | $19,521 |
| NEPC, LLC | Recordkeeper | $15,475 | — | $15,475 |
| BROADRIDGE MATRIX TRUST CO. | Recordkeeper | $11,365 | — | $11,365 |
| OLT ADMIN, LLC | Other Service Provider | $8,815 | — | $8,815 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
- WITHUMSMITH+BROWN, PC — Auditor
- NEPC, LLC — Recordkeeper
- BROADRIDGE MATRIX TRUST CO. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $397,675
- Estimated Expense Ratio: 1.896% 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 | $404,948 | $15,475 | $68,346 | $19,521 | — |
| 2023 | $387,158 | $14,967 | $65,402 | $20,903 | — |
| 2022 | $340,520 | $23,311 | $63,962 | — | $45,782 |