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 |
|---|---|---|---|---|
| MILLIMAN, INC. | Recordkeeper | $125,053 | — | $125,053 |
| VERUS ADVISORY, INC | Other Service Provider | $95,000 | — | $95,000 |
| ACADIAN ASSET MANAGEMENT | Other Service Provider | $56,436 | — | $56,436 |
| DODGE & COX | Other Service Provider | $43,790 | — | $43,790 |
| PANAGORA ASSET MANAGEMENT | Other Service Provider | $33,169 | — | $33,169 |
| THE WILLIAM C. EARHART COMPANY INC. | Other Service Provider | $31,524 | — | $31,524 |
| TURNER, STOEVE & GAGLIARDI, P.S. | Other Service Provider | $30,771 | — | $30,771 |
| WITHUMSMITH & BROWN | Other Service Provider | $24,829 | — | $24,829 |
| US BANK | Other Service Provider | $22,026 | — | $22,026 |
| PLATFORM CPAS, LLP | Auditor | $15,738 | — | $15,738 |
| IRON MOUNTAIN | Other Service Provider | $9,489 | — | $9,489 |
| HERRLE & ASSOCIATES | Other Service Provider | $7,493 | $399 | $7,892 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
- PLATFORM CPAS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $495,717
- Estimated Expense Ratio: 0.547% 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 |