Plan Snapshot
- Plan Sponsor: Board Of Trustees, Northwest Carpenters Individual Account Pension Pla
- Sponsor EIN: 911160641
- Sponsor Address: 455 SOUTH FIGUEROA STREET, LOS ANGELES, CA, 900711608
- Plan Type: DC
- Total Participants: 8,251
- Total Assets: $707.8M
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 | 8,251 | $707.8M | $3.6M | $16.3M |
| 2023 | 10,880 | $675.6M | $13.4M | $18.5M |
| 2022 | 25,484 | $593.6M | $13.6M | $20.3M |
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 |
|---|---|---|---|---|
| MILLIMAN | NONE | $1,032,146 | — | $1,032,146 |
| ALAN D BILLER ASSOCIATES | NONE | $106,667 | — | $106,667 |
| GROOM LAW GROUP | NONE | $93,750 | — | $93,750 |
| NW CARPENTERS HEALTH & SECURITY | AFFILIATED ORG | $58,500 | — | $58,500 |
| MILLER KAPLAN ARASE LLP | NONE | $36,150 | — | $36,150 |
| NW CARPENTERS RETIREMENT PLAN | AFFILIATED ORG | $31,500 | — | $31,500 |
| BARLOW COUGHRAN MORALES & JOSEPHSON | NONE | $30,274 | — | $30,274 |
| CALIBRE CPA GROUP PLLC | Auditor | $28,900 | — | $28,900 |
| PMA DIRECT MARKETING | NONE | $25,204 | — | $25,204 |
| SHANLEY A PROFESSIONAL CORPORATION | NONE | $18,400 | — | $18,400 |
| PITNEY BOWES PURCHASE POWER | NONE | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — NONE
- GROOM LAW GROUP — NONE
- NW CARPENTERS HEALTH & SECURITY — AFFILIATED ORG
- MILLER KAPLAN ARASE LLP — NONE
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,471,491
- Estimated Expense Ratio: 0.208% 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 | $2,857,152 | $1,290,844 | $1,071,785 | $28,900 | — |
| 2023 | $3,341,381 | $1,772,487 | $863,262 | $27,500 | — |
| 2022 | $1,676,853 | $177,602 | $890,713 | — | $298,036 |