Plan Snapshot
- Plan Sponsor: Bot - Oregon Sheet Metal Workers Master Retirement Trust
- Sponsor EIN: 936018501
- Sponsor Address: 12029 NE GLENN WIDING DRIVE, PORTLAND, OR, 97220
- Plan Type: 401(k)
- Total Participants: 681
- Total Assets: $62.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 681 | $62.7M | $0 | $2.5M |
| 2023 | 686 | $57.8M | $0 | $2.3M |
| 2022 | 688 | $50.2M | $0 | $2.3M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $27,275 | — | $27,275 |
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: $27,275
- Estimated Expense Ratio: 0.043% 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 | $235,915 | $17,000 | $152,640 | $27,275 | — |
| 2023 | $251,792 | $16,792 | $149,549 | $26,979 | — |
| 2022 | $234,039 | $16,500 | $157,462 | — | $42,408 |