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: 509
- Total Participants: 47
- Total Assets: $304,347
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 | 47 | $304,347 | $593,988 | $0 |
| 2023 | 50 | $291,420 | $466,180 | $0 |
| 2022 | 41 | $250,727 | $448,739 | $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 | — | $45,847 | $45,847 |
| FORTERRA INC | Other Service Provider | — | $16,340 | $16,340 |
| VIMLY BENEFIT SOLUTIONS INC | Other Service Provider | $8,654 | — | $8,654 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,841
- Estimated Expense Ratio: 23.276% 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 | $9,771 | — | $8,654 | $235 | — |
| 2023 | $5,407 | — | $4,087 | $211 | — |
| 2022 | $5,044 | — | $4,147 | — | $758 |