Plan Snapshot
- Plan Sponsor: Trustees Of The Southern Alaska Carp. Retirement Plan
- Sponsor EIN: 920120866
- Sponsor Address: 7525 SE 24TH STREET, SUITE 200, MERCER ISLAND, WA, 980402341
- Plan Type: DB
- Plan Number: 001
- Total Participants: 389
- Total Assets: $149.3M
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. |
|---|---|---|---|---|
| 2023 | 389 | $149.3M | $6.4M | $0 |
| 2022 | 628 | $142.6M | $6.3M | $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 |
|---|---|---|---|---|
| WELFARE & PENSION ADMIN. SERVICE | Other Service Provider | $189,203 | — | $189,203 |
| MILLIMAN, INC. | Recordkeeper | $173,223 | — | $173,223 |
| R.V. KUHNS & ASSOCIATES, INC. | Other Service Provider | $116,642 | — | $116,642 |
| WASHINGTON CAPITAL MANAGEMENT | Other Service Provider | $74,353 | — | $74,353 |
| BARLOW COUGHRAN MORALES & JOSEPHSON | Other Service Provider | $67,275 | — | $67,275 |
| KEYBANK NATIONAL ASSOCIATION | Other Service Provider | $51,917 | — | $51,917 |
| AMERICAN REALTY ADVISORS, LLC | Other Service Provider | $51,568 | — | $51,568 |
| WITHUMSMITH+BROWN, PC | Auditor | $46,449 | — | $46,449 |
| CHEVY CHASE TRUST | Other Service Provider | $45,015 | — | $45,015 |
| LSV ASSET MANAGEMENT | Other Service Provider | $36,272 | — | $36,272 |
| LABOR TRUST SERVICES | Other Service Provider | $6,792 | — | $6,792 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $858,709
- Estimated Expense Ratio: 0.575% 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 |
|---|---|---|---|---|---|
| 2023 | $1,009,636 | $323,850 | $177,243 | $46,449 | — |
| 2022 | $1,042,751 | $415,090 | $177,843 | — | $293,629 |