Plan Snapshot
- Plan Sponsor: Bot - Roofers Loc. No 54 Supplemental Benefit Plan
- Sponsor EIN: 911727270
- Sponsor Address: 601 UNION ST, STE 1450, SEATTLE, WA, 98101
- Plan Type: DC
- Total Participants: 258
- Total Assets: $15.2M
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 | 258 | $15.2M | $474,734 | $31,403 |
| 2023 | 315 | $14.8M | $655,022 | $35,818 |
| 2022 | 353 | $13.1M | $598,475 | $40,819 |
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 | $9,403 | — | $9,403 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,403
- Estimated Expense Ratio: 0.062% 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 | $115,308 | $37,065 | $52,885 | $9,403 | — |
| 2023 | $129,531 | $39,825 | $57,455 | $12,600 | — |
| 2022 | $110,783 | $39,929 | $52,555 | — | $10,971 |