Northwest Carpenters Individual Account Pension Plan
Sponsored by Board Of Trustees, Northwest Carpenters Individual Account Pension Pla · EIN 911160641 · Plan #002
- Total assets
- $708M
- Net assets
- $707M
- Active participants
- 8,251
- With balances
- 21,140
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Alan D Biller & Associates, Inc. CRD 105283 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman | Recordkeeping, Direct payment from the plan, Other fees | $1,032,146 |
| Alan D Biller Associates | Investment advisory (plan), Direct payment from the plan | $106,667 |
| Groom Law Group | Legal, Direct payment from the plan | $93,750 |
| Nw Carpenters Health & Security | Plan administrator, Direct payment from the plan | $58,500 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $36,150 |
| Nw Carpenters Retirement Plan | Plan administrator, Direct payment from the plan | $31,500 |
| Barlow Coughran Morales & Josephson | Legal, Direct payment from the plan | $30,274 |
| Pma Direct Marketing | Copying and duplicating, Direct payment from the plan | $25,204 |
| Shanley A Professional Corporation | Legal, Direct payment from the plan | $18,400 |
| Pitney Bowes Purchase Power | Other services, Direct payment from the plan | $10,000 |