Plan Snapshot
- Plan Sponsor: Board Of Trustees, Northwest Carpenters Retirement
- Sponsor EIN: 916029051
- Sponsor Address: 2200 SIXTH AVE STE 300, SEATTLE, WA, 98121
- Plan Type: DB
- Plan Number: 001
- Total Participants: 15,177
- Total Assets: $3.3B
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. |
|---|---|---|---|---|
| 2023 | 15,177 | $3.3B | $206.7M | $0 |
| 2022 | 15,892 | $3.0B | $206.0M | $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 |
|---|---|---|---|---|
| ALAN BILLER & ASSOCIATES | ERISA Attorney | $916,667 | — | $916,667 |
| RAEL & LETSON | Other Service Provider | $238,586 | — | $238,586 |
| NORTHERN TRUST | Other Service Provider | $225,000 | — | $225,000 |
| CLISE AGENCY | Other Service Provider | $186,655 | — | $186,655 |
| SHANLEY, A PROFESSIONAL CORPORATION | Other Service Provider | $162,569 | — | $162,569 |
| DAVIS WRIGHT TREMAINE LLP | ERISA Attorney | $139,947 | — | $139,947 |
| BASYS | Other Service Provider | $131,107 | — | $131,107 |
| BARLOW COUGHRAN MORALES & JOSEPHSON | Other Service Provider | $130,087 | — | $130,087 |
| ANASTASI MOORE & MARTIN, PLLC | Auditor | $79,761 | — | $79,761 |
| GORDON TILDEN THOMAS CORDELL | Other Service Provider | $66,120 | — | $66,120 |
| OGLETREE, DEAKINS, NASH, SMOAK AND | Other Service Provider | $55,375 | — | $55,375 |
| US BANK, NA | Recordkeeper | $51,608 | — | $51,608 |
| PMA DIRECT MARKETING | Other Service Provider | $50,693 | — | $50,693 |
| MILLER KAPLAN ARASE LLP | Auditor | $40,500 | — | $40,500 |
| SERVICE PRINTING CO | Other Service Provider | $28,782 | — | $28,782 |
| ALLSTREAM | Other Service Provider | $28,057 | — | $28,057 |
| CHERYL CRAGG | Other Service Provider | $27,655 | — | $27,655 |
| PITNEY BOWES | Other Service Provider | $23,895 | — | $23,895 |
| PUBLISHERS MAILING | Other Service Provider | $21,671 | — | $21,671 |
| MULTIEMPLOYER.COM | Other Service Provider | $17,614 | — | $17,614 |
| HR ADVCOATES, INC | Other Service Provider | $14,582 | — | $14,582 |
| LIFE STATUS 360 | Other Service Provider | $14,031 | — | $14,031 |
| SILVERSKY | Other Service Provider | $13,734 | — | $13,734 |
| ACCESS | Other Service Provider | $13,712 | — | $13,712 |
| SWK TECHNOLOGY | Other Service Provider | $12,079 | — | $12,079 |
| ZONES INC | Other Service Provider | $11,848 | — | $11,848 |
| IMPERIAL PARKING | Other Service Provider | $11,083 | — | $11,083 |
| WITHUM SMITH + BROWN | Auditor | $10,680 | — | $10,680 |
| AGILITY RECOVERY | Other Service Provider | $9,719 | — | $9,719 |
| ADEPT HRM SOLUTIONS | Other Service Provider | $8,838 | — | $8,838 |
| CALIBRE CPA | Auditor | $7,688 | — | $7,688 |
| GLS USA | Other Service Provider | $7,281 | — | $7,281 |
| ADP, INC. | Other Service Provider | $7,280 | — | $7,280 |
| IMAGESOURCE, INC. | Other Service Provider | $6,867 | — | $6,867 |
| ENGAGE 2 EXCEL | Other Service Provider | $6,017 | — | $6,017 |
| CHANGE HEALTHCARE | Other Service Provider | $5,580 | — | $5,580 |
| BROWNSTEIN RASK | Other Service Provider | $5,087 | — | $5,087 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALAN BILLER & ASSOCIATES — ERISA Attorney
- DAVIS WRIGHT TREMAINE LLP — ERISA Attorney
- ANASTASI MOORE & MARTIN, PLLC — Auditor
- US BANK, NA — Recordkeeper
- MILLER KAPLAN ARASE LLP — Auditor
- WITHUM SMITH + BROWN — Auditor
- CALIBRE CPA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,788,455
- Estimated Expense Ratio: 0.085% 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 |
|---|---|---|---|---|---|
| 2023 | $15,050,894 | $8,825,640 | $62,871 | $40,050 | — |
| 2022 | $15,177,538 | $8,843,335 | — | — | $1,450,576 |