Plan Snapshot
- Plan Sponsor: Treasury Board Of Canada(Dfait-Les Services Bureau)
- Sponsor EIN: 980177806
- Plan Type: DB
- Plan Number: 001
- Total Participants: 337
- Total Assets: $141.9M
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 | 337 | $141.9M | $3.7M | $2.1M |
| 2023 | 333 | $134.0M | $3.9M | $2.0M |
| 2022 | 345 | $120.8M | $6.6M | $1.5M |
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 |
|---|---|---|---|---|
| MERCER | Investment Advisor | $350,790 | — | $350,790 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $79,989 | — | $79,989 |
| TELUS HEALTH US LTD | Other Service Provider | $61,503 | — | $61,503 |
| CALIBRE CPA GROUP PLLC | Auditor | $21,198 | — | $21,198 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERCER — Investment Advisor
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $513,480
- Estimated Expense Ratio: 0.362% 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 | $608,353 | — | — | $21,198 | — |
| 2023 | $448,448 | — | — | $20,640 | — |
| 2022 | $611,743 | — | — | — | $611,743 |