Plan Snapshot
- Plan Sponsor: Bot, N.W. Gmp & Allied Workers Pension Plan
- Sponsor EIN: 916033485
- Sponsor Address: 7525 SE 24TH STREET, SUITE 200, MERCER ISLAND, WA, 98040
- Plan Type: DB
- Total Participants: 710
- Total Assets: $87.6M
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. |
|---|---|---|---|---|
| 2025 | 710 | $87.6M | $0 | $0 |
| 2024 | 802 | $86.9M | $0 | $0 |
| 2023 | 799 | $81.7M | $0 | $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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $23,347 | — | $23,347 |
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: $23,347
- Estimated Expense Ratio: 0.027% 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 |
|---|---|---|---|---|---|
| 2025 | $642,952 | $82,464 | $174,924 | $23,347 | — |
| 2024 | $607,770 | $79,280 | $171,215 | $16,731 | — |
| 2023 | $538,527 | $83,259 | $160,717 | — | $134,648 |