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: 506
- Total Participants: 2,017
- Total Assets: $3.5M
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 | 2,017 | $3.5M | $26.7M | $85,108 |
| 2023 | 2,492 | $3.3M | $25.1M | $44,317 |
| 2022 | 2,291 | $3.1M | $23.5M | $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 | — | $2,094,235 | $2,094,235 |
| FORTERRA INC | Other Service Provider | — | $740,181 | $740,181 |
| VIMLY BENEFIT SOLUTIONS INC | Other Service Provider | $392,784 | — | $392,784 |
| CLIFTONLARSONALLEN LLP | Auditor | $10,142 | — | $10,142 |
| BARNES & THORNBURG LLP | ERISA Attorney | $7,823 | — | $7,823 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
- BARNES & THORNBURG LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,245,165
- Estimated Expense Ratio: 92.217% 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 | $448,024 | — | $392,784 | $10,142 | — |
| 2023 | $277,760 | — | $216,773 | $11,004 | — |
| 2022 | $262,299 | — | $213,584 | — | $41,388 |