# Board Of Trustees, Regional District Council, Vacation Trust Fu Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-regional-district-council-vacation-trust-fu-020761530-501

> Board Of Trustees, Regional District Council, Vacation Trust Fu's Health & Welfare plan: 1,948 participants, plan year 2024 financials, providers, and benchm…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Regional District Council, Vacation Trust Fu

- **Sponsor EIN:** 020761530

- **Sponsor Address:** 12029 NE GLENN WIDING DRIVE, PORTLAND, OR, 97220

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,948

- **Total Assets:** $865,013

## 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|1,948|$865,013|$798,040|$0|

| 2023|2,312|$1.0M|$962,607|$0|

| 2022|2,999|$921,898|$1.1M|$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|

| WITHUMSMITH&BROWN|Auditor|$38,083|—|$38,083|

| WILLIAM C. EARHART COMPANY, INC.|Other Service Provider|$30,359|—|$30,359|

| HARTNETT REYES-JONES, LLC|Other Service Provider|$8,819|—|$8,819|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WITHUMSMITH&BROWN](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $77,261

- **Estimated Expense Ratio:** 8.932% 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|$87,454|—|$30,359|$34,510|—|

| 2023|$87,515|—|$31,818|$30,675|—|

| 2022|$103,538|—|$28,868|—|$45,642|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-regional-district-council-vacation-trust-fu-020761530-501)

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