Plan Ledger DOL Form 5500 · updated monthly

Board of Trustees of the Western Wa U.A. Supplemental Pension Plan401(k)

WESTERN WASHINGTON U.A. SUPPLEMENTAL PENSION PLAN · BOTHELL, WA · plan year 2024

Reported admin expense ratio · 2024
0.22%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Board of Trustees of the Western Wa U.A. Supplemental Pension Plan reported $1,373,830 in plan administrative expenses for 2024: 0.22% of average plan assets, higher than ~90% of peers. Employer contributions averaged $8,613 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.20% to 0.22%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other construction employers. By assets it is the 42nd-largest of 1,714 plans among Washington employers on file, and the 101st of 5,337 in construction. In 2024, the employer put in $3.23 for every $1.00 employees contributed themselves; active participation has grown from 2,158 to 4,139 since 2022.

Plan summary
Net assets, end of year$660,962,550
Participants with balances6,354
Active participants4,139
Employer contributions$35,649,242
Employee contributions$11,050,762
Employer contribution per active participant$8,613
Average account balance$104,023
Benefits paid to participants$35,247,395
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$661.0M · 6,354 accts · $35.6M emplr
2023$572.9M · 6,148 accts · $31.5M emplr
2022$472.4M · 5,315 accts · $30.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$837,100
Investment management$186,457
Audit (IQPA)$22,523
Trustee / custodial$158,993
Total administrative$1,373,830
The Board of Trustees of the Western Wa U.A. Supplemental Pension Plan 401(k) match · 2024
Employer contribution per active participant$8,613
Median for plans this size$4,294
2024$8,613 per active participant
2023$7,249 per active participant
2022$14,166 per active participant

Board of Trustees of the Western Wa U.A. Supplemental Pension Plan's 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 202411
MILLIMAN · Contract administrator · Recordkeeping$420,401
ZENITH AMERICAN SOLUTIONS · Contract administrator$395,654
MATRIX TRUST COMPANY · Custodial (securities)$139,201
WASHINGTON CAPITAL MANAGEMENT, INC · Investment management$133,957
VERUS · Investment advisory (plan)$52,500
BARLOW & COUGHRAN, PS · Legal$49,285
ANASTASI, MOORE & MARTIN, PLLC · Accounting / audit$25,856
CLIFTONLARSONALLEN LLP · Accounting / audit$22,523
WELLS FARGO BANK NA · Other services$12,215
US BANK · Custodial (securities)$7,577
SEGAL SELECT INS SERVICES, INC.indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Milliman
2023Milliman

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,373,830 · 0.22%
2023$1,086,789 · 0.21%
2022$1,053,982 · 0.20%
Similar plansConstruction · Washington
Api Group, Inc. MN$675.7M · 0.09%
Tk Elevator Corporation GA$667.7M · 0.03%
Messer Inc. OH$650.6M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911879397 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.