AUMdb

Building Service Pension Plan

Sponsored by Board Of Trustees Of Building Service Pension Plan Pension Trust · EIN 916034670 · Plan #001

Total assets
$99.0M
Net assets
$99.0M
Active participants
3,511
With balances
0

Plan year beginning 05/01/2024

Linked investment advisers

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

Firm Match Plan year
Sellwood Investment Partners Llc CRD 164696 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Northwest Administrators, Inc. Contract administrator, Direct payment from the plan $357,977
Withumsmith+Brown, Pc Accounting, Direct payment from the plan $136,499
Mondress Monaco Parr Lockwood Pllc Legal, Direct payment from the plan $97,811
Milliman, Inc. Actuarial, Consulting (pension), Participant communication $86,993
Sellwood Investment Partners Llc Consulting (pension), Investment advisory (plan), Direct payment from the plan $51,272
U.S. Bank Custodial (securities), Direct payment from the plan, Float revenue $19,788
Wells Fargo Bank, N.A. Custodial (other), Direct payment from the plan $11,501
Service Printing Co, Inc. Copying and duplicating, Direct payment from the plan $8,928