# Board Of Trustees, Northwest Carpenters Retirement DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-northwest-carpenters-retirement-plan

> Board Of Trustees, Northwest Carpenters Retirement's DB plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/trucker-huss-apc) — NONE

- [DAVIS WRIGHT TREMAINE LLP](https://planprovider.pro/provider/davis-wright-tremaine-llp) — NONE

- [ANASTASI MOORE & MARTIN, PLLC](https://planprovider.pro/provider/anastasi-moore-and-martin-pllc) — NONE

- [US BANK, NA](https://planprovider.pro/provider/john-hancock) — NONE

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

- [WITHUM SMITH + BROWN](https://planprovider.pro/provider/withumsmithbrown-pc) — NONE

- [CALIBRE CPA](https://planprovider.pro/provider/calibre-cpa-group-pllc) — 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|

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