AUMdb

Western Washington Painters Defined Contribution Pension Plan

Sponsored by Board Of Trustees, W. Wa Painters Defined Contribution Pension Plan · EIN 911406332 · Plan #001

Total assets
$263M
Net assets
$262M
Active participants
2,478
With balances
8,264

Plan year beginning 01/01/2024 · Profit-sharing

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Washington Capital Management Inc CRD 105253 fuzzy_auto · 99% 2024
Asb Capital Management Llc CRD 110995 deterministic · 100% 2024
Dodge & Cox CRD 104596 fuzzy_auto · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Washington Capital Managment, Inc. Investment management, Investment management fees (direct) $646,202
Benesys Administrators, Inc. Contract administrator, Copying and duplicating, Participant communication $282,686
Asb Capital Management, Llc Custodial (securities), Investment management, Direct payment from the plan $127,786
Dodge & Cox Investment management, Finders' fees/placement fees, Soft dollars commissions $123,172
Smart Source Llc Copying and duplicating, Direct payment from the plan $56,650
Withumsmith+Brown, Pc Accounting, Direct payment from the plan $50,042
Principal Custody Solutions Custodial (other), Direct payment from the plan $41,920
Rvk, Inc. Consulting (pension), Investment advisory (plan), Direct payment from the plan $38,000
Barlow Coughran Morales & Josephson Legal, Direct payment from the plan $32,025
Christensen, James And Martin Legal, Direct payment from the plan $26,863
The Urban Law Firm Legal, Direct payment from the plan $12,920