Plan Snapshot
- Plan Sponsor: Bot - Roofers Loc. 153 Supplemental Benefit Plan
- Sponsor EIN: 911222649
- Sponsor Address: 601 UNION ST, STE 1450, SEATTLE, WA, 98101
- Plan Type: DC
- Total Participants: 326
- Total Assets: $17.8M
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 | 326 | $17.8M | $995,740 | $50,193 |
| 2023 | 401 | $15.8M | $1.1M | $24,994 |
| 2022 | 364 | $14.0M | $992,811 | $45,417 |
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 | $9,389 | — | $9,389 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,389
- Estimated Expense Ratio: 0.053% 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 | $174,147 | $82,823 | $53,518 | $9,389 | — |
| 2023 | $168,779 | $75,089 | — | $1,000 | — |
| 2022 | $135,632 | $71,045 | $49,405 | — | $7,972 |