# The Trustees Of The Employee Benefits Trust 401(k) Plan
Source: https://planprovider.pro/companies/the-trustees-of-the-employee-benefits-trust-616496436-509

> The Trustees Of The Employee Benefits Trust&#39;s 401(k) plan: 47 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:** 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|

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