# Board Of Trustees, South Bay Hotel Employees Restaurant Ee Welfare Fun 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-south-bay-hotel-employees-restaurant-ee-welfare-fun-946080365-501

> Board Of Trustees, South Bay Hotel Employees Restaurant Ee Welfare Fun's 401(k) plan: 2,323 participants, plan year 2024 financials, providers, and benchmark…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, South Bay Hotel Employees Restaurant Ee Welfare Fun

- **Sponsor EIN:** 946080365

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

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 2,323

- **Total Assets:** $53.0M

## 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|2,323|$53.0M|$36.2M|$461,927|

| 2023|2,045|$50.2M|$29.4M|$432,972|

| 2022|1,921|$45.7M|$27.2M|$430,678|

## 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 AND PENSION ADMIN SERVICE|Other Service Provider|$644,285|$56,844|$701,129|

| AETNA|Other Service Provider|$187,383|—|$187,383|

| WITHUMSMITH+BROWN, PC|Auditor|$97,537|—|$97,537|

| QUEST INVESTMENT MANAGEMENT|Other Service Provider|$78,178|—|$78,178|

| PATRIOT GROWTH INSURANCE SERVICES|Other Service Provider|$66,000|—|$66,000|

| HEALTHLINX LLC|Other Service Provider|$46,000|—|$46,000|

| MARSH & MCLENNAN AGENCY|Investment Advisor|$26,724|—|$26,724|

| WEINBERG, ROGER & ROSENFELD|Other Service Provider|$21,969|—|$21,969|

| NEPC LLC|Recordkeeper|$15,000|—|$15,000|

| CHANGE HEALTHCARE SOLUTIONS, LLC|Other Service Provider|$6,244|—|$6,244|

### 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

- [MARSH & MCLENNAN AGENCY](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

- [NEPC LLC](https://planprovider.pro/provider/milliman) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,246,164

- **Estimated Expense Ratio:** 2.351% 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|$1,242,908|$93,178|$768,882|$71,638|—|

| 2023|$1,046,041|$77,027|$645,113|$25,815|—|

| 2022|$950,268|$120,099|$545,083|—|$185,770|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-south-bay-hotel-employees-restaurant-ee-welfare-fun-946080365-501)

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