Plan Snapshot
- Plan Sponsor: Plasterer'S Pension Trust
- Sponsor EIN: 936075453
- Sponsor Address: 12812 NE MARX STREET, PORTLAND, OR, 972301067
- Plan Type: DB
- Total Participants: 65
- Total Assets: $38.0M
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 | 65 | $38.0M | $1.1M | $0 |
| 2023 | 72 | $37.4M | $1.1M | $0 |
| 2022 | 78 | $17.7M | $1.1M | $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 |
|---|---|---|---|---|
| MILLIMAN | Recordkeeper | $95,713 | — | $95,713 |
| BRADLEY L. MIDDLETON, PC | Other Service Provider | $80,893 | — | $80,893 |
| VERUS INVESTMENTS | Other Service Provider | $75,000 | — | $75,000 |
| MASONRY INDUSTRY TRUST ADMIN. | Other Service Provider | $56,943 | — | $56,943 |
| ULLICO | Other Service Provider | — | $36,778 | $36,778 |
| MIDDLETON & CO. CPA PC | Other Service Provider | $30,000 | — | $30,000 |
| PRINCIPAL GLOBAL INV CORE PLUS BOND | Other Service Provider | — | $28,587 | $28,587 |
| WASHINGTON CAPITAL MANAGEMENT, INC. | Other Service Provider | $24,110 | — | $24,110 |
| HARBOR FUNDS | Other Service Provider | — | $23,395 | $23,395 |
| QUEST INVESTMENT MANAGEMENT | Other Service Provider | $20,763 | — | $20,763 |
| BHMS LARGE CAP VAL II | Other Service Provider | — | $20,666 | $20,666 |
| PIMCO | Other Service Provider | — | $17,828 | $17,828 |
| HUDSON INSURANCE CO. | Other Service Provider | $13,216 | — | $13,216 |
| ASSOC. INDUSTRIES INS CO INC | Other Service Provider | $11,367 | — | $11,367 |
| U.S. BANK NATIONAL ASSOC. | Recordkeeper | $10,364 | — | $10,364 |
| BEAZLEY BREACH RESPONSE SELECT | Other Service Provider | $5,411 | — | $5,411 |
| NUEBERGER BERMAN HIGH YIELD | Other Service Provider | — | $5,272 | $5,272 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — Recordkeeper
- U.S. BANK NATIONAL ASSOC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $556,306
- Estimated Expense Ratio: 1.465% 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 | $438,930 | $119,873 | — | $30,000 | — |
| 2023 | $458,087 | $103,511 | — | $30,000 | — |
| 2022 | $447,223 | $99,766 | $45,600 | — | $263,597 |