Plan Snapshot
- Plan Sponsor: Board Of Trustees, Retirement Plan Millmens Retirement Trust Of Wash.
- Sponsor EIN: 916134143
- Sponsor Address: PO BOX 4148, PORTLAND, OR, 97208
- Plan Type: DB
- Total Participants: 38
- Total Assets: $26.2M
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 | 38 | $26.2M | $127,315 | $0 |
| 2023 | 36 | $27.0M | $135,912 | $0 |
| 2022 | 38 | $27.5M | $105,239 | $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 |
|---|---|---|---|---|
| MILLIMAN | Recordkeeper | $79,637 | — | $79,637 |
| THE WILLIAM C EARHART CO, INC | Other Service Provider | $37,260 | — | $37,260 |
| RV KUHNS & ASSOCIATES | Other Service Provider | $25,384 | — | $25,384 |
| US BANK | Recordkeeper | $16,213 | — | $16,213 |
| CLIFTONLARSONLARSON LLP | Auditor | $15,436 | — | $15,436 |
| BARLOW COUGHRAN MORALES & JOSEPHSON | Other Service Provider | $12,168 | — | $12,168 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — Recordkeeper
- US BANK — Recordkeeper
- CLIFTONLARSONLARSON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $186,098
- Estimated Expense Ratio: 0.710% 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 | $254,635 | $25,384 | $37,260 | $15,436 | — |
| 2023 | $224,831 | $24,432 | $40,283 | $12,626 | — |
| 2022 | $191,954 | $33,361 | $31,050 | — | $66,453 |