# Board Of Trustees Sheet Metal Workers Local Union No. 100 Washington, Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-sheet-metal-workers-local-union-no-100-washington-530803417-502

> Board Of Trustees Sheet Metal Workers Local Union No. 100 Washington,'s Health & Welfare plan: 1,855 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Sheet Metal Workers Local Union No. 100 Washington,

- **Sponsor EIN:** 530803417

- **Sponsor Address:** WILLIAM C. EARHART COMPANY, INC, PORTLAND, OR, 97208

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 1,855

- **Total Assets:** $1.4M

## 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|1,855|$1.4M|$0|$2.7M|

| 2023|1,894|$1.3M|$0|$2.5M|

| 2022|2,091|$1.3M|$0|$2.7M|

## 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|

| WILLIAM C EARHART CO. INC.|Other Service Provider|$27,000|—|$27,000|

| NOVAK FRANCELLA, LLC|Auditor|$10,467|—|$10,467|

### Verified Provider Profiles

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

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $37,467

- **Estimated Expense Ratio:** 2.604% 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|$40,943|—|$27,000|$5,000|—|

| 2023|$41,910|—|$27,000|$5,000|—|

| 2022|$51,580|—|$29,250|—|$17,385|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-sheet-metal-workers-local-union-no-100-washington-530803417-502)

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