# Defined Contrib Pl, Agc-Iuoe Local 701 Pension Trust Fund Trustees DC Plan
Source: https://planprovider.pro/companies/defined-contrib-pl-agc-iuoe-local-701-pension-trust-fund-trustees-plan

> Defined Contrib Pl, Agc-Iuoe Local 701 Pension Trust Fund Trustees's DC plan: 4,274 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/milliman) — NONE

- [JOHN HANCOCK RETIREMENT SERVICES](https://planprovider.pro/provider/john-hancock) — NONE

- [PLATFORM CPAS, LLP](https://planprovider.pro/provider/platform-cpas-llp) — NONE

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/defined-contrib-pl-agc-iuoe-local-701-pension-trust-fund-trustees-plan)

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