# Western States Office & Professional Emp DB Plan
Source: https://planprovider.pro/companies/western-states-office-professional-pension-fund-plan

> Western States Office & Professional Emp's DB plan: 469 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Western States Office & Professional Emp

- **Sponsor EIN:** 946076144

- **Sponsor Address:** 1220 SW MORRISON ST, SUITE 300, PORTLAND, CA, 972052222

- **Plan Type:** DB

- **Total Participants:** 469

- **Total Assets:** $601.2M

## 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|469|$601.2M|$7.5M|$0|

| 2023|629|$610.4M|$9.9M|$0|

| 2022|659|$343.2M|$3.5M|$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|

| INVESCO|NONE|$429,589|—|$429,589|

| BENESYS, INC.|NONE|$357,025|—|$357,025|

| EIDE BAILLY LLP|NONE|$261,049|—|$261,049|

| VERUS ADVISORY, INC.|NONE|$235,000|—|$235,000|

| RAEL & LETSON|NONE|$230,814|—|$230,814|

| J.P. MORGAN INVESTMENTS MANAGEMENT|NONE|$214,259|—|$214,259|

| ASB CAPITAL MANAGEMENT|NONE|$187,787|—|$187,787|

| JPMORGAN CHASE BANK|NONE|$167,528|—|$167,528|

| WILLIAM C. EARHART|NONE|$152,313|—|$152,313|

| LOOMIS SAYLES & CO., LP|NONE|$131,656|—|$131,656|

| JOSEPH L REINHART|NONE|$82,472|—|$82,472|

| US BANK|NONE|$29,758|—|$29,758|

| BLACKROCK INSTITUTIONAL|NONE|$10,134|—|$10,134|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — NONE

- [J.P. MORGAN INVESTMENTS MANAGEMENT](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [JPMORGAN CHASE BANK](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [US BANK](https://planprovider.pro/provider/john-hancock) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $2,489,384

- **Estimated Expense Ratio:** 0.414% 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|$2,960,777|$1,405,711|$503,239|$27,250|—|

| 2023|$2,730,338|$1,117,046|$502,780|$735,367|—|

| 2022|$2,722,612|$922,888|$494,019|—|$818,769|

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