# Board Of Trustees, South Bay Hotel Ee Restaurant Ee Legal Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-south-bay-hotel-ee-restaurant-ee-legal-trust-fund-946535777-501

> Board Of Trustees, South Bay Hotel Ee Restaurant Ee Legal Trust Fund's Health & Welfare plan: 1,032 participants, plan year 2024 financials, providers, and b…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, South Bay Hotel Ee Restaurant Ee Legal Trust Fund

- **Sponsor EIN:** 946535777

- **Sponsor Address:** P.O. BOX 34203, SEATTLE, WA, 98124

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 1,032

- **Total Assets:** $1.3M

## 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|1,032|$1.3M|$40,093|$0|

| 2023|923|$1.3M|$35,996|$0|

| 2022|877|$1.3M|$37,398|$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|

| WELFARE & PENSION ADMIN SERVICE INC|Other Service Provider|$19,127|—|$19,127|

| WITHUMSMITH+BROWN, PC|Auditor|$9,814|—|$9,814|

| QUEST INVESTMENT MANAGEMENT LLC|Other Service Provider|$5,735|—|$5,735|

### Verified Provider Profiles

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

- [WITHUMSMITH+BROWN, PC](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:** $34,676

- **Estimated Expense Ratio:** 2.676% 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|$44,213|$5,719|$18,780|$5,079|—|

| 2023|$40,001|$5,698|$16,029|$4,700|—|

| 2022|$37,328|$5,668|$17,635|—|$10,286|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-south-bay-hotel-ee-restaurant-ee-legal-trust-fund-946535777-501)

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