Plan Snapshot
- Plan Sponsor: Lumber And Sawmill Workers Union Local 2633
- Sponsor EIN: 916145422
- Sponsor Address: P.O. BOX 4148, PORTLAND, OR, 972084148
- Plan Type: DB
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 0 | $6,895 | $27,475 | $0 |
| 2023 | 38 | $15.3M | $186,267 | $0 |
| 2022 | 39 | $14.5M | $41,111 | $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 |
|---|---|---|---|---|
| MILLMAN, INC. | Recordkeeper | $189,140 | — | $189,140 |
| BARLOW, COUGHRAN, MORALES & JOSEPHS | Other Service Provider | $76,571 | — | $76,571 |
| WILLIAM C. EARHART CO., INC. | Other Service Provider | $73,571 | — | $73,571 |
| HALLMARK CAPITAL MANAGEMENT, INC | Other Service Provider | $56,152 | — | $56,152 |
| WITHUMSMITH+BROWN, PC | Auditor | $25,499 | — | $25,499 |
| IRON MOUNTAIN | Other Service Provider | $8,656 | — | $8,656 |
| US BANK, NA | Recordkeeper | $6,689 | — | $6,689 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLMAN, INC. — Recordkeeper
- WITHUMSMITH+BROWN, PC — Auditor
- US BANK, NA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $436,278
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 |
|---|---|---|---|---|---|
| 2025 | $41,652 | — | — | — | — |
| 2024 | $488,688 | $56,152 | $24,200 | $25,499 | — |
| 2023 | $241,880 | $86,253 | $16,300 | $11,327 | — |
| 2022 | $2,266,917 | $89,729 | $23,929 | — | $58,555 |