# Board Of Trustees, Sound Retirement Trust DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-sound-retirement-trust-plan

> Board Of Trustees, Sound Retirement Trust's DB plan: 75,402 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Sound Retirement Trust

- **Sponsor EIN:** 916069306

- **Sponsor Address:** 11724 NE 195TH ST STE 300, BOTHELL, WA, 98011

- **Plan Type:** DB

- **Total Participants:** 75,402

- **Total Assets:** $2.6B

## 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|75,402|$2.6B|$0|$0|

| 2023|93,701|$2.6B|$0|$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|

| MILLER KAPLAN ARASE LLP|Auditor|$62,500|—|$62,500|

### Verified Provider Profiles

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

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $62,500

- **Estimated Expense Ratio:** 0.002% 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|$19,290,358|$13,261,479|$1,237,811|$62,500|—|

| 2023|$22,189,953|$14,586,809|$1,117,560|—|$1,333,645|

## Similar Plans

- [Board Of Trustees, Sound Variable Annuity](https://planprovider.pro/companies/board-of-trustees-sound-variable-annuity-plan) — 94,919 participants

- [Intermountain Retail Store Employees Pension Plan Board Of Trustees](https://planprovider.pro/companies/intermountain-retail-store-employees-pension-plan-board-of-trustees-plan) — 3,644 participants

- [Rosauers Supermarkets, INC.](https://planprovider.pro/companies/rosauers-supermarkets-inc-401k-plan) — 2,061 participants

- [Yoke'S Foods, INC.](https://planprovider.pro/companies/yoke-s-foods-inc-401k-plan) — 1,756 participants

- [Yoke'S Foods, INC.](https://planprovider.pro/companies/yokes-foods-inc-plan-002) — 1,573 participants

- [Puget Consumers Co-Op Dba Pcc Community Markets](https://planprovider.pro/companies/puget-consumers-co-op-dba-pcc-community-markets-401k-plan) — 1,120 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-sound-retirement-trust-plan)

© 2026 PlanProvider.Pro