Plan Snapshot
- Plan Sponsor: Engineers Agc Pension
- Sponsor EIN: 916070237
- Sponsor Address: PO BOX 34203, SEATTLE, WA, 981241203
- Plan Type: DB
- Total Participants: 977
- Total Assets: $214.9M
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 | 977 | $214.9M | $15.9M | $0 |
| 2023 | 1,033 | $199.0M | $15.5M | $0 |
| 2022 | 977 | $192.3M | $15.0M | $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 AND PENSION ADMIN SERVICE | Other Service Provider | $301,621 | — | $301,621 |
| WASHINGTON CAPITAL MANAGEMENT | Other Service Provider | $283,181 | — | $283,181 |
| ULLICO | Other Service Provider | $196,154 | — | $196,154 |
| MILLIMAN | Recordkeeper | $168,123 | — | $168,123 |
| US BANK | Recordkeeper | $79,887 | — | $79,887 |
| DELAWARE INVESTMENTS | Other Service Provider | $79,884 | — | $79,884 |
| TURNER, STOEVE & GAGLIARDI | Other Service Provider | $72,480 | — | $72,480 |
| MARSH & MCLENNAN AGENCY | Investment Advisor | $63,983 | — | $63,983 |
| SEGAL MARCO ADVISORS | Other Service Provider | $55,000 | — | $55,000 |
| FIERA CAPITAL, INC. | Other Service Provider | $36,405 | — | $36,405 |
| HARDING LOEVNER | Investment Advisor | $35,757 | — | $35,757 |
| ANASTASI, MOORE & MARTIN | Auditor | $35,507 | — | $35,507 |
| BLACKSTONE INFRASTRUCTURE PARNTERS | Other Service Provider | $17,676 | — | $17,676 |
| IFEBP | Other Service Provider | $15,245 | — | $15,245 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — Recordkeeper
- US BANK — Recordkeeper
- MARSH & MCLENNAN AGENCY — Investment Advisor
- HARDING LOEVNER — Investment Advisor
- ANASTASI, MOORE & MARTIN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,440,903
- Estimated Expense Ratio: 0.671% 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 | $1,593,721 | $718,899 | $257,738 | $16,000 | — |
| 2023 | $1,678,819 | $966,558 | $247,436 | $14,845 | — |
| 2022 | $1,566,819 | $775,119 | $264,902 | — | $301,385 |