Northwest Bricklayers Pension Plan
Sponsored by Northwest Bricklayers Pension Trust · EIN 936034946 · Plan #001
- Total assets
- $132M
- Net assets
- $132M
- Active participants
- 735
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Versor Investments Lp CRD 171663 | fuzzy_auto · 96% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Masonry Industry Trust Admin. | Plan administrator, Recordkeeping, Direct payment from the plan | $283,943 |
| Bradley L. Middleton, Pc | Legal, Direct payment from the plan | $150,886 |
| Middleton & Company, Cpa, Pc | Accounting, Direct payment from the plan | $90,000 |
| Verus Investments | Investment advisory (plan), Direct payment from the plan, Consulting fees | $88,400 |
| Milliman | Actuarial, Direct payment from the plan, Consulting fees | $79,258 |
| Washington Capital Management, Inc. | Investment management, Direct payment from the plan, Other investment fees and expenses | $51,652 |
| Markel American Ins. Co. | Other insurance fees and expenses, Insurance services, Direct payment from the plan | $31,354 |
| Key Corporation | Custodial (other), Custodial (securities), Recordkeeping | $28,464 |
| Travelers Cas. & Sur. Co. America | Other insurance fees and expenses, Insurance services, Direct payment from the plan | $7,314 |
| Touchstone Advisors Inc. | Investment management fees (indirect), Distribution (12b-1) fees, Other investment fees and expenses | $0 |
| The Vanguard Group, Inc. | Investment management fees (indirect), Distribution (12b-1) fees, Other investment fees and expenses | $0 |
| The Vanguard Group, Inc. | Investment management fees (indirect), Distribution (12b-1) fees, Other investment fees and expenses | $0 |
| Newtower Trust Company | Investment management, Investment management fees (indirect), Other investment fees and expenses | $0 |
| Allspring Fund Management, Llc | Investment management fees (indirect), Distribution (12b-1) fees, Other investment fees and expenses | $0 |
| Capital Research & Management Co. | Investment management fees (indirect), Distribution (12b-1) fees, Other investment fees and expenses | $0 |
| Dodge & Cox International Stock | Investment management fees (indirect), Distribution (12b-1) fees, Other investment fees and expenses | $0 |
| Metropolitan West Asset Mgmt, Llc | Investment management fees (indirect), Distribution (12b-1) fees, Other investment fees and expenses | $0 |
| Dodge & Cox Stock | Investment management fees (indirect), Distribution (12b-1) fees, Other investment fees and expenses | $0 |
| The Vanguard Group, Inc. | Investment management fees (indirect), Distribution (12b-1) fees, Other investment fees and expenses | $0 |
| Pimco | Investment management fees (indirect), Distribution (12b-1) fees, Other investment fees and expenses | $0 |