Plan Snapshot
- Plan Sponsor: Board Of Trustees, U.A. Union Local No. 290 Plumber,
- Sponsor EIN: 931143759
- Sponsor Address: 12205 SW TUALATIN RD STE 200, TUALATIN, OR, 97062
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 3,717
- Total Assets: $366.9M
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 | 3,717 | $366.9M | $27.0M | $0 |
| 2023 | 3,549 | $312.4M | $25.0M | $0 |
| 2022 | 3,466 | $252.3M | $27.1M | $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 | Other Service Provider | $207,844 | — | $207,844 |
| NEWTON INVESTMENT MANAGEMENT | Other Service Provider | $182,307 | — | $182,307 |
| VOYA INVESTMENT MANAGEMENT | Other Service Provider | $68,914 | — | $68,914 |
| US BANK | Recordkeeper | $67,956 | — | $67,956 |
| WESTERN ASSET MANAGEMENT CO. | Other Service Provider | $53,576 | — | $53,576 |
| ASB CAPITAL MANAGEMENT | Other Service Provider | $35,423 | — | $35,423 |
| VERUS ADVISORY, INC. | Other Service Provider | $33,880 | — | $33,880 |
| NUWEST INSURANCE SERVICES, INC | Investment Advisor | $21,197 | — | $21,197 |
| BARLOW COUGHRAN MORALES & JOSEPHSON | Other Service Provider | $18,273 | — | $18,273 |
| MILLER KAPLAN ARASE LLP | Auditor | $16,800 | — | $16,800 |
| MILLIMAN, INC. | Recordkeeper | $13,656 | — | $13,656 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- US BANK — Recordkeeper
- NUWEST INSURANCE SERVICES, INC — Investment Advisor
- MILLER KAPLAN ARASE LLP — Auditor
- MILLIMAN, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $719,826
- Estimated Expense Ratio: 0.196% 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 | $732,830 | $381,050 | $207,844 | $16,800 | — |
| 2023 | $704,570 | $397,233 | $205,664 | $16,000 | — |
| 2022 | $636,023 | $359,097 | $203,876 | — | $41,977 |