Plan Snapshot
- Plan Sponsor: Western States Health And Welfare Trust Fund Of The Opeiu Trustees
- Sponsor EIN: 936028906
- Sponsor Address: 5331 S MACADAM AVE STE 258, PORTLAND, OR, 972393871
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 937
- Total Assets: $17.9M
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 | 937 | $17.9M | $20.2M | $1.0M |
| 2023 | 920 | $17.9M | $19.6M | $1.1M |
| 2022 | 910 | $16.9M | $18.3M | $1.2M |
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 |
|---|---|---|---|---|
| BENESYS, INC. | Other Service Provider | $176,013 | — | $176,013 |
| THE PARTNERS GROUP, LTD | Other Service Provider | $75,732 | — | $75,732 |
| US BANK | Recordkeeper | $40,816 | — | $40,816 |
| SMART SOURCE LLC | Other Service Provider | $23,904 | — | $23,904 |
| MONDRESS MONACO PARR LOCKWOOD | ERISA Attorney | $18,043 | — | $18,043 |
| WITHUMSMITH+BROWN, PC | Auditor | $15,785 | — | $15,785 |
| PLATFORM CPA LLP | Other Service Provider | $15,210 | — | $15,210 |
| VERUS ADVISORY, INC. | Other Service Provider | $12,750 | — | $12,750 |
| VISION SERVICE PLAN | Other Service Provider | $5,714 | — | $5,714 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- US BANK — Recordkeeper
- MONDRESS MONACO PARR LOCKWOOD — ERISA Attorney
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $383,967
- Estimated Expense Ratio: 2.139% 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 | $461,421 | $12,750 | $179,018 | $15,210 | — |
| 2023 | $414,700 | $12,083 | $170,658 | $14,900 | — |
| 2022 | $404,323 | $10,750 | $157,437 | — | $57,471 |