Plan Snapshot
- Plan Sponsor: Board Of Trustees, Regional Dist. Council Welfareplan And Trust
- Sponsor EIN: 562546659
- Sponsor Address: 12029 NE GLENN WIDING DRIVE, PORTLAND, OR, 97220
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,080
- Total Assets: $29.9M
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 | 1,080 | $29.9M | $5.7M | $43,380 |
| 2023 | 1,197 | $25.4M | $5.7M | $58,381 |
| 2022 | 1,249 | $21.4M | $5.9M | $72,432 |
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 |
|---|---|---|---|---|
| CIGNA | Other Service Provider | $449,686 | — | $449,686 |
| WILLIAM C. EARHART COMPANY | Other Service Provider | $427,588 | — | $427,588 |
| WITHUMSMITH&BROWN, P.C. | Auditor | $96,835 | — | $96,835 |
| ACROPOLIS INVESTMENT MANAGEMENT | Other Service Provider | $72,537 | — | $72,537 |
| HARTNETT REYES-JONES, LLC | Other Service Provider | $47,700 | — | $47,700 |
| THE SEGAL COMPANY | Other Service Provider | $47,176 | — | $47,176 |
| METROPOLITAN PRESORT, INC. | Other Service Provider | $14,792 | — | $14,792 |
| CHARLES SCHWAB TRUST BANK | Recordkeeper | $11,270 | — | $11,270 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH&BROWN, P.C. — Auditor
- CHARLES SCHWAB TRUST BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,167,584
- Estimated Expense Ratio: 3.907% 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 | $1,214,857 | $83,807 | $864,343 | $75,735 | — |
| 2023 | $1,347,691 | $93,214 | $918,445 | $73,434 | — |
| 2022 | $1,194,766 | $84,270 | $376,139 | — | $216,908 |