# The Trustees Of The Employee Benefits Trust 401(k) Plan
Source: https://planprovider.pro/companies/the-trustees-of-the-employee-benefits-trust-616496436-506

> The Trustees Of The Employee Benefits Trust's 401(k) plan: 2,017 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:** 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](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

- [BARNES & THORNBURG LLP](https://planprovider.pro/provider/barnes-and-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-trustees-of-the-employee-benefits-trust-616496436-506)

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