Plan Snapshot
- Plan Sponsor: Board Of Trustees, Employer-Industrial Sheet Metal
- Sponsor EIN: 510171397
- Sponsor Address: PO BOX 4148, PORTLAND, OR, 97208
- Plan Type: DB
- Total Participants: 522
- Total Assets: $90.6M
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 | 522 | $90.6M | $2.2M | $0 |
| 2023 | 268 | $88.5M | $2.0M | $0 |
| 2022 | 255 | $83.5M | $1.9M | $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 |
|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | Auditor | $16,738 | — | $16,738 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,738
- Estimated Expense Ratio: 0.018% 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 | $619,004 | $250,421 | $31,524 | $16,738 | — |
| 2023 | $534,731 | $229,856 | $40,659 | $16,616 | — |
| 2022 | $476,948 | $193,476 | $30,264 | — | $136,099 |