Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees, Nw Bricklayers & Allied Craftworkers
- Sponsor EIN: 911832764
- Sponsor Address: 12812 NE MARX ST, PORTLAND, OR, 97230
- Plan Type: DC
- Total Participants: 1,028
- Total Assets: $37.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,028 | $37.3M | $1.6M | $438 |
| 2023 | 969 | $32.6M | $1.9M | $0 |
| 2022 | 753 | $28.1M | $1.7M | $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 |
|---|---|---|---|---|
| NWPS | Recordkeeper | $73,505 | — | $73,505 |
| BRADLEY L MIDDLETON, PC | Other Service Provider | $31,009 | — | $31,009 |
| MIDDLETON & CO CPA PC | Other Service Provider | $25,000 | — | $25,000 |
| MASONRY INDUSTRY TRUST ADMIN. | Other Service Provider | $23,355 | — | $23,355 |
| SCOTT CAPITAL ADVISORS | Other Service Provider | $18,000 | — | $18,000 |
| CHARLES SCHWAB BANK | Recordkeeper | $13,072 | — | $13,072 |
| MARKEL AMERICAN INS. CO. | Other Service Provider | $12,257 | — | $12,257 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NWPS — Recordkeeper
- CHARLES SCHWAB BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $196,198
- Estimated Expense Ratio: 0.526% 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 |
|---|---|---|---|---|---|
| 2024 | $196,018 | $18,000 | $15,179 | $25,000 | — |
| 2023 | $201,364 | $18,000 | $13,200 | $24,500 | — |
| 2022 | $202,677 | $18,000 | $82,188 | — | $76,429 |