Plan Snapshot
- Plan Sponsor: Board Of Trustees, Unitehere Northwest Pension Trust Fund
- Sponsor EIN: 916145131
- Sponsor Address: 2323 EASTLAKE AVENUE EAST, SEATTLE, WA, 981023963
- Plan Type: DB
- Plan Number: 001
- 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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $3.2M | $0 |
| 2022 | 2,142 | $113.8M | $4.5M | $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 |
|---|---|---|---|---|
| NORTHWEST ADMINISTRATIONS, INC | Other Service Provider | $246,777 | — | $246,777 |
| CHEIRON, INC | Other Service Provider | $74,017 | — | $74,017 |
| WITHUMSMITH+BROWN, PC | Auditor | $38,140 | — | $38,140 |
| WEINBERG, ROGER & ROSENFELD | Other Service Provider | $26,807 | — | $26,807 |
| US BANK N.A. | Recordkeeper | $25,150 | — | $25,150 |
| RBC WEALTH MANAGEMENT | Recordkeeper | $25,000 | — | $25,000 |
| BANK OF AMERICA N.A. | Other Service Provider | $14,941 | — | $14,941 |
| SERVICE PRINTING CO., INC. | Other Service Provider | $10,289 | — | $10,289 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
- US BANK N.A. — Recordkeeper
- RBC WEALTH MANAGEMENT — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $461,121
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 | $711,518 | $50,150 | $239,816 | $38,140 | — |
| 2022 | $1,107,718 | $83,503 | $399,872 | — | $260,238 |