# Board Of Trustees, Northwest Carpenters Individual Account Pension Pla DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-northwest-carpenters-individual-plan

> Board Of Trustees, Northwest Carpenters Individual Account Pension Pla's DC plan: 8,251 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/milliman) — NONE

- [GROOM LAW GROUP](https://planprovider.pro/provider/groom-law-group) — NONE

- [NW CARPENTERS HEALTH & SECURITY](https://planprovider.pro/provider/employee-fiduciary) — AFFILIATED ORG

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — NONE

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/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|

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