# The Trustees Of The Employee Benefits Trust 401(k) Plan
Source: https://planprovider.pro/companies/the-trustees-of-the-employee-benefits-trust-616496436-505

> The Trustees Of The Employee Benefits Trust's 401(k) plan: 1,814 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-trustees-of-the-employee-benefits-trust-616496436-505)

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