Northwest Carpenters Retirement Plan
Sponsored by Board Of Trustees, Northwest Carpenters Retirement Plan · EIN 916029051 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- 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 |
|---|---|---|
| Alan D Biller & Associates, Inc. CRD 105283 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northwest Carpenters Trust | Recordkeeping, Direct payment from the plan | $1,605,668 |
| Alan Biller & Associates | Investment advisory (plan), Direct payment from the plan | $850,000 |
| Rael & Letson | Actuarial, Consulting (pension), Direct payment from the plan | $379,850 |
| Groom Law Group | Legal, Direct payment from the plan | $281,250 |
| Clise Agency | Direct payment from the plan, Other services | $201,042 |
| Barlow Coughran Morales & Josephson | Legal, Direct payment from the plan | $120,438 |
| Basys | Consulting (general), Direct payment from the plan | $115,441 |
| Carpenters Services Admin Corp | Plan administrator, Recordkeeping, Direct payment from the plan | $114,074 |
| Northern Trust | Custodial (other), Custodial (securities), Direct payment from the plan | $108,000 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $84,829 |
| Us Bank, Na | Copying and duplicating, Direct payment from the plan, Other fees | $74,045 |
| Pma Direct Marketing | Other services, Direct payment from the plan | $71,758 |
| Anastasi Moore & Martin, Pllc | Accounting | $59,664 |
| Shanley, A Professional Corporation | Legal, Direct payment from the plan | $45,470 |
| Service Printing Co | Copying and duplicating, Direct payment from the plan | $39,109 |
| Pitney Bowes Purchase Power | Other services, Direct payment from the plan | $30,284 |
| Allstream | Direct payment from the plan | $28,820 |
| Access | Other services, Direct payment from the plan | $26,789 |
| Agility Recovery | Consulting (general), Direct payment from the plan | $15,019 |
| Adept Hrm Solutions | Consulting (general), Direct payment from the plan | $14,700 |
| Multiemployer.Com | Other services, Direct payment from the plan | $14,413 |
| Imperial Parking | Other services, Direct payment from the plan | $12,458 |
| Ogletree, Deakins, Nash, Smoak And | Legal, Direct payment from the plan | $11,926 |
| Silversky | Other services, Direct payment from the plan | $11,436 |
| Zones Inc | Other services, Direct payment from the plan | $10,131 |
| Publishers Mailing | Other services, Direct payment from the plan | $9,331 |
| Adp, Inc | Other services, Direct payment from the plan | $8,692 |
| Swk Technology | Consulting (general), Direct payment from the plan | $8,497 |
| General Logistics Systems Us, Inc. | Other services, Direct payment from the plan | $7,281 |
| Mcgann Ketterman & Rioux | Legal, Direct payment from the plan | $6,883 |
| Cassandra Dahm | Employee (plan sponsor), Direct payment from the plan | $6,647 |
| Life Status 360 | Claims processing, Direct payment from the plan | $5,483 |