# Lumber And Sawmill Workers Union Local 2633 DB Plan
Source: https://planprovider.pro/companies/lumber-and-sawmill-workers-union-local-2633-plan

> Lumber And Sawmill Workers Union Local 2633's DB plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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

- **Total Participants:** 0

- **Total Assets:** $6,895

## 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|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.|NONE|$189,140|—|$189,140|

| BARLOW, COUGHRAN, MORALES & JOSEPHS|NONE|$76,571|—|$76,571|

| WILLIAM C. EARHART CO., INC.|NONE|$73,571|—|$73,571|

| HALLMARK CAPITAL MANAGEMENT, INC|NONE|$56,152|—|$56,152|

| WITHUMSMITH+BROWN, PC|NONE|$25,499|—|$25,499|

| IRON MOUNTAIN|NONE|$8,656|—|$8,656|

| US BANK, NA|NONE|$6,689|—|$6,689|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLMAN, INC.](https://planprovider.pro/provider/milliman) — NONE

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — NONE

- [US BANK, NA](https://planprovider.pro/provider/john-hancock) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $436,278

- **Estimated Expense Ratio:** 6327.455% 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|$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|

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