Plan Snapshot
- Plan Sponsor: The Trustees Of The Employee Benefits Trust
- Sponsor EIN: 616496436
- Sponsor Address: PO BOX 1872, OLYMPIA, WA, 985071872
- Plan Type: 401(k)
- Plan Number: 505
- Total Participants: 1,814
- Total Assets: $2.5M
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 | 1,814 | $2.5M | $15.6M | $37,811 |
| 2023 | 1,940 | $2.4M | $16.0M | $32,895 |
| 2022 | 1,940 | $2.1M | $16.1M | $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 |
|---|---|---|---|---|
| PROPOINT LLC | Other Service Provider | — | $1,215,182 | $1,215,182 |
| FORTERRA INC | Other Service Provider | — | $432,184 | $432,184 |
| VIMLY BENEFIT SOLUTIONS INC | Other Service Provider | $227,704 | — | $227,704 |
| CLIFTONLARSONALLEN LLP | Auditor | $5,884 | — | $5,884 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,880,954
- Estimated Expense Ratio: 75.125% 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 | $261,273 | — | $227,704 | $5,884 | — |
| 2023 | $218,812 | — | $181,058 | $7,142 | — |
| 2022 | $228,417 | — | $195,054 | — | $28,263 |