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
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $46.3M | $0 |
| 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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP, PLLC | Auditor | $75,767 | — | $75,767 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $75,767
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 | $14,473,153 | $8,510,274 | — | $75,767 | — |
| 2023 | $15,050,894 | $8,825,640 | $62,871 | $40,050 | — |
| 2022 | $15,177,538 | $8,843,335 | — | — | $1,450,576 |