Plan Snapshot
- Plan Sponsor: Trustees, Local Union 598 Supplemental Pension Plan
- Sponsor EIN: 931069859
- Sponsor Address: 5331 S MACADAM AVE, PORTLAND, OR, 97239
- Plan Type: DC
- Total Participants: 688
- Total Assets: $142.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 688 | $142.5M | $0 | $0 |
| 2023 | 611 | $112.7M | $0 | $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 |
|---|---|---|---|---|
| ANASTASI, MOORE & MARTIN, PLLC | Auditor | $9,938 | — | $9,938 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANASTASI, MOORE & MARTIN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,938
- Estimated Expense Ratio: 0.007% 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 | $313,964 | $60,549 | $51,373 | $9,938 | — |
| 2023 | $313,497 | $26,634 | $146,324 | — | $29,493 |