Plan Snapshot
- Plan Sponsor: Defined Contrib Pl, Agc-Iuoe Local 701 Pension Trust Fund Trustees
- Sponsor EIN: 936075580
- Sponsor Address: PO BOX 34203, SEATTLE, WA, 98124
- Plan Type: DC
- Total Participants: 4,274
- Total Assets: $157.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,274 | $157.2M | $6.3M | $0 |
| 2023 | 4,204 | $143.5M | $6.1M | $0 |
| 2022 | 4,097 | $122.9M | $6.0M | $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 |
|---|---|---|---|---|
| WELFARE & PENSION ADMIN SERVICES | NONE | $215,944 | — | $215,944 |
| COUGHRAN & MORALES, P.S. | NONE | $29,089 | — | $29,089 |
| NEPC, LLC | NONE | $17,646 | — | $17,646 |
| AGC-IUOE LOCAL 701 TRAINING TRUST | NONE | $14,647 | — | $14,647 |
| JOHN HANCOCK RETIREMENT SERVICES | NONE | $12,768 | — | $12,768 |
| PLATFORM CPAS, LLP | NONE | $10,722 | — | $10,722 |
| CLIFTONLARSONALLEN LLP | Auditor | $10,722 | — | $10,722 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NEPC, LLC — NONE
- JOHN HANCOCK RETIREMENT SERVICES — NONE
- PLATFORM CPAS, LLP — NONE
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $311,538
- Estimated Expense Ratio: 0.198% 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 | $332,775 | $17,646 | $224,746 | $10,722 | — |
| 2023 | $323,667 | $17,085 | $212,508 | $10,900 | — |
| 2022 | $311,411 | $16,025 | $214,432 | — | $32,623 |