Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DEFINED CONTRIB PL, AGC-IUOE LOCAL 701 PENSION TRUST FUND TRUSTEES
EIN 93-6075580ConstructionLatest filing 2024
Plans
2
Retirement
2
$515.4M assets
Welfare
0
Participants
10,080
PO BOX 34203 - SEATTLE, WA 98124206-441-7574
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $515.4M assets / 10,080 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
69%top
- (Not disclosed)69%
- JOHN HANCOCK LIFE INSURANCE COMPANY31%
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DEFINED BENEFIT PENSION PLAN OF AGC-IUOE LOCAL 701 PENSION TRUST FUND
TraditionalDB
Assets$358.2M
Participants5,157
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DEFINED CONTRIBUTION PLAN OF THE AGC-IUOE LOCAL 701 PENSION TRUST FUND
MoneyPurchase
Assets$157.2M
Participants4,923
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DEFINED BENEFIT PENSION PLAN OF AGC-IUOE LOCAL 701 PENSION TRUST FUND | TraditionalDB | $358.2M | 5,157 | 2024 | |
| 002 | DEFINED CONTRIBUTION PLAN OF THE AGC-IUOE LOCAL 701 PENSION TRUST FUND | MoneyPurchase | $157.2M | 4,923 | 2024 |
Retirement plans