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 |
|---|---|---|---|---|
| ALAN BILLER & ASSOCIATES | NONE | $1,833,334 | — | $1,833,334 |
| RAEL & LETSON | NONE | $477,172 | — | $477,172 |
| NORTHERN TRUST | NONE | $450,000 | — | $450,000 |
| CLISE AGENCY | NONE | $373,310 | — | $373,310 |
| SHANLEY, A PROFESSIONAL CORPORATION | NONE | $325,138 | — | $325,138 |
| DAVIS WRIGHT TREMAINE LLP | NONE | $279,894 | — | $279,894 |
| BASYS | NONE | $262,214 | — | $262,214 |
| BARLOW COUGHRAN MORALES & JOSEPHSON | NONE | $260,174 | — | $260,174 |
| ANASTASI MOORE & MARTIN, PLLC | NONE | $159,522 | — | $159,522 |
| GORDON TILDEN THOMAS CORDELL | NONE | $132,240 | — | $132,240 |
| OGLETREE, DEAKINS, NASH, SMOAK AND | NONE | $110,750 | — | $110,750 |
| US BANK, NA | NONE | $103,216 | — | $103,216 |
| PMA DIRECT MARKETING | NONE | $101,386 | — | $101,386 |
| MILLER KAPLAN ARASE LLP | NONE | $81,000 | — | $81,000 |
| SERVICE PRINTING CO | NONE | $57,564 | — | $57,564 |
| ALLSTREAM | NONE | $56,114 | — | $56,114 |
| CHERYL CRAGG | NONE | $55,310 | — | $55,310 |
| PITNEY BOWES | NONE | $47,790 | — | $47,790 |
| PUBLISHERS MAILING | NONE | $43,342 | — | $43,342 |
| MULTIEMPLOYER.COM | NONE | $35,228 | — | $35,228 |
| HR ADVCOATES, INC | NONE | $29,164 | — | $29,164 |
| LIFE STATUS 360 | NONE | $28,062 | — | $28,062 |
| SILVERSKY | NONE | $27,468 | — | $27,468 |
| ACCESS | NONE | $27,424 | — | $27,424 |
| SWK TECHNOLOGY | NONE | $24,158 | — | $24,158 |
| ZONES INC | NONE | $23,696 | — | $23,696 |
| IMPERIAL PARKING | NONE | $22,166 | — | $22,166 |
| WITHUM SMITH + BROWN | NONE | $21,360 | — | $21,360 |
| AGILITY RECOVERY | NONE | $19,438 | — | $19,438 |
| ADEPT HRM SOLUTIONS | NONE | $17,676 | — | $17,676 |
| CALIBRE CPA | NONE | $15,376 | — | $15,376 |
| GLS USA | NONE | $14,562 | — | $14,562 |
| ADP, INC. | NONE | $14,560 | — | $14,560 |
| IMAGESOURCE, INC. | NONE | $13,734 | — | $13,734 |
| ENGAGE 2 EXCEL | NONE | $12,034 | — | $12,034 |
| CHANGE HEALTHCARE | NONE | $11,160 | — | $11,160 |
| BROWNSTEIN RASK | NONE | $10,174 | — | $10,174 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALAN BILLER & ASSOCIATES — NONE
- DAVIS WRIGHT TREMAINE LLP — NONE
- ANASTASI MOORE & MARTIN, PLLC — NONE
- US BANK, NA — NONE
- MILLER KAPLAN ARASE LLP — NONE
- WITHUM SMITH + BROWN — NONE
- CALIBRE CPA — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,576,910
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 |