# Board Of Trustees, Toc-Woodworkers, Iam Defined 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-toc-woodworkers-iam-defined-930951083-002

> Board Of Trustees, Toc-Woodworkers, Iam Defined's 401(k) plan: 190 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, Toc-Woodworkers, Iam Defined

- **Sponsor EIN:** 930951083

- **Sponsor Address:** 5331 S MACADAM AVE STE 258 PMB 116, PORTLAND, OR, 97239

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

- **Plan Number:** 002

- **Total Participants:** 190

- **Total Assets:** $141.1M

## 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|190|$141.1M|$147,768|$299,028|

| 2023|329|$140.0M|$121,284|$307,085|

| 2022|336|$124.5M|$294,236|$361,747|

## 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|

| MILLIMAN|Recordkeeper|$232,865|—|$232,865|

| BENESYS, INC|Other Service Provider|$138,639|—|$138,639|

| RVK, INC|Other Service Provider|$43,199|—|$43,199|

| JOSEPH L. REINHART, PC|Other Service Provider|$36,155|—|$36,155|

| VIGILANT SERVICES, INC|Other Service Provider|$32,500|—|$32,500|

| MILLER KAPLAN ARASE LLP|Auditor|$28,150|—|$28,150|

| U.S. BANK NATIONAL ASSOCATION|Recordkeeper|$12,579|—|$12,579|

| CLIFTON LARSON ALLEN LLP|Other Service Provider|$11,089|—|$11,089|

### Verified Provider Profiles

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

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

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

- [U.S. BANK NATIONAL ASSOCATION](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $535,176

- **Estimated Expense Ratio:** 0.379% 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|$747,082|$50,944|$138,639|$28,150|—|

| 2023|$702,344|$65,032|$135,520|$28,150|—|

| 2022|$627,149|$66,817|$300,652|—|$159,178|

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