# Board Of Trustees, Sound Variable Annuity DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-sound-variable-annuity-plan

> Board Of Trustees, Sound Variable Annuity's DB plan: 94,919 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 Variable Annuity

- **Sponsor EIN:** 863278029

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

- **Plan Type:** DB

- **Total Participants:** 94,919

- **Total Assets:** $140.2M

## 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|94,919|$140.2M|$40.4M|$0|

| 2023|81,755|$97.9M|$35.6M|$0|

| 2022|66,669|$58.7M|$48.9M|$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|

| ZENITH AMERICAN SOLUTIONS|NONE|$1,842,844|—|$1,842,844|

| CHEIRON INC|NONE|$463,204|—|$463,204|

| RAEL & LETSON|NONE|$212,938|—|$212,938|

| SEYFARTH SHAW LLP|NONE|$99,810|—|$99,810|

| SLEVIN & HART, P.C.|NONE|$51,430|—|$51,430|

| SEGAL SELECT INSURANCE SERVICES|NONE|—|$43,026|$43,026|

| VERUS ADVISORY, INC|NONE|$35,000|—|$35,000|

| MILLER KAPLAN ARASE LLP|NONE|$27,280|—|$27,280|

| PRUDENTIAL TRUST CO.|NONE|$20,926|—|$20,926|

| SERVICE PRINTING CO, INC|NONE|$16,902|—|$16,902|

| WELLS FARGO BANK, NA|NONE|$13,718|—|$13,718|

| US BANK, NA|NONE|$11,002|—|$11,002|

### Verified Provider Profiles

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

- [SEYFARTH SHAW LLP](https://planprovider.pro/provider/goldman-sachs) — NONE

- [SLEVIN & HART, P.C.](https://planprovider.pro/provider/slevin-and-hart-pc) — NONE

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — NONE

- [US BANK, NA](https://planprovider.pro/provider/john-hancock) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,838,080

- **Estimated Expense Ratio:** 2.025% 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|$4,627,776|$55,926|$1,842,844|$20,000|—|

| 2023|$4,308,201|$51,896|$1,628,782|$20,000|—|

| 2022|$4,204,291|$32,896|$1,873,050|—|$708,552|

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

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