Plan Snapshot
- Plan Sponsor: Bot Of Roofers Local No 58 Supplemental Benefit Plan
- Sponsor EIN: 840590581
- Sponsor Address: 601 UNION STREET, SEATTLE, WA, 98101
- Plan Type: DC
- Total Participants: 70
- Total Assets: $2.6M
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 | 70 | $2.6M | $10,967 | $45,061 |
| 2023 | 77 | $3.1M | $12,870 | $53,817 |
| 2022 | 89 | $3.6M | $76,770 | $29,238 |
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 |
|---|---|---|---|---|
| CLARK, RAYMOND & COMPANY PLLC | Auditor | $14,846 | — | $14,846 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,846
- Estimated Expense Ratio: 0.576% 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 | $57,616 | $17,440 | — | $14,846 | — |
| 2023 | $42,738 | $19,265 | — | — | — |
| 2022 | $61,274 | $24,306 | $19,075 | — | $11,896 |