Plan Snapshot
- Plan Sponsor: Trueblue, INC.
- Sponsor EIN: 911287341
- Sponsor Address: 1015 A STREET, TACOMA, WA, 98402
- Plan Type: 401(k)
- Total Participants: 6,935
- Total Assets: $95.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6,935 | $95.6M | $787,317 | $6.9M |
| 2023 | 5,914 | $92.4M | $1.5M | $7.4M |
| 2022 | 4,949 | $82.3M | $1.7M | $7.9M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $231,649 | — | $231,649 |
| CLIFTONLARSONALLEN LLP | AUDITOR | $56,173 | — | $56,173 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $49,515 | — | $49,515 |
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISOR | $41,797 | — | $41,797 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $379,134
- Estimated Expense Ratio: 0.397% 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 | $317,553 | $91,312 | — | $56,173 | — |
| 2023 | $300,426 | $44,788 | — | $26,250 | — |
| 2022 | $271,833 | $44,998 | $200,285 | — | $26,550 |