# Board Of Trustees, Regional Dist. Council Welfareplan And Trust 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-regional-dist-council-welfareplan-and-trust-562546659-501

> Board Of Trustees, Regional Dist. Council Welfareplan And Trust's 401(k) plan: 1,080 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-regional-dist-council-welfareplan-and-trust-562546659-501)

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