Plan Snapshot
- Plan Sponsor: Board Of Trustees, U.A. Union Local No. 290 Plumber,
- Sponsor EIN: 931143757
- Sponsor Address: 12205 SW TUALATIN RD STE 200, TUALATIN, OR, 97062
- Plan Type: 401(k)
- Total Participants: 3,088
- Total Assets: $235.6M
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 | 3,088 | $235.6M | $0 | $15.8M |
| 2023 | 2,869 | $201.5M | $0 | $15.1M |
| 2022 | 2,869 | $166.0M | $0 | $15.3M |
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 |
|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | Auditor | $21,170 | — | $21,170 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,170
- Estimated Expense Ratio: 0.009% 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 | $317,883 | $147,566 | $62,356 | $21,170 | — |
| 2023 | $238,006 | $65,087 | $57,628 | $19,350 | — |
| 2022 | $195,533 | $43,253 | $53,862 | — | $44,323 |