# Trustees, Local Union 598 Supplemental Pension Plan DC Plan
Source: https://planprovider.pro/companies/trustees-local-union-598-supp-pension-plan-plan

> Trustees, Local Union 598 Supplemental Pension Plan's DC plan: 688 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/anastasi-moore-and-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|

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