Plan Snapshot
- Plan Sponsor: Board Of Trustees, U.A. Locals 375/367 Supplemental Pension Trust
- Sponsor EIN: 920150923
- Sponsor Address: PMB #116, PORTLAND, OR, 97239
- Plan Type: DC
- Total Participants: 2,244
- Total Assets: $102.4M
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 | 2,244 | $102.4M | $2.2M | $2.0M |
| 2023 | 1,965 | $92.4M | $1.4M | $1.5M |
| 2022 | 1,866 | $79.7M | $1.0M | $1.4M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $20,746 | — | $20,746 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,746
- Estimated Expense Ratio: 0.020% 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 | $376,669 | $61,059 | $48,254 | $20,746 | — |
| 2023 | $332,579 | $67,151 | $28,741 | $14,895 | — |
| 2022 | $306,075 | $90,955 | $156,253 | — | $33,322 |