Northwest Ironworkers Retirement Plan
Sponsored by Northwest Ironworkers Retirement Plan Board Of Trustees · EIN 916123688 · Plan #001 · Mercer Island, WA
- Total assets
- $854M
- Net assets
- $851M
- Active participants
- 3,183
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Todd Asset Management Llc CRD 109473 | deterministic · 100% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 97% | 2024 |
| Hood River Capital Management Llc CRD 166089 | deterministic · 100% | 2024 |
| Panagora Asset Management Inc CRD 105201 | deterministic · 100% | 2024 |
| Sun Life Capital Management (U.S.) Llc CRD 109684 | fuzzy_auto · 96% | 2024 |
| Calpa Advisors Llc CRD 318008 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Welfare & Pension Admin Svc, Inc. | Accounting, Claims processing, Plan administrator | $949,187 |
| Todd Asset Management Llc | Investment management, Investment management fees (direct), Soft dollars commissions | $642,244 |
| Washington Capital Management, Inc. | Investment management, Investment management fees (direct) | $620,625 |
| Loomis, Sayles & Company, L.P. | Investment management, Investment management fees (direct) | $434,192 |
| Hood River Capital Management | Investment management, Investment management fees (direct), Soft dollars commissions | $281,959 |
| Panagora Asset Management, Inc. | Investment management, Investment management fees (direct), Soft dollars commissions | $136,693 |
| Milliman, Inc. | Actuarial, Consulting (pension), Participant communication | $130,838 |
| Verus Advisory, Inc. | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $123,750 |
| Sun Life Capital Management Llc | Investment management, Investment management fees (direct) | $87,067 |
| Marsh Mclennan Agency | Insurance agents and brokers, Insurance services, Direct payment from the plan | $76,639 |
| Pnc Bank | Direct payment from the plan, Investment management, Custodial (other) | $67,619 |
| Barlow Coughran Morales & Josephson | Legal, Direct payment from the plan | $54,522 |
| Anastasi, Moore & Martin, Pllc | Accounting, Direct payment from the plan | $24,250 |
| Calpa Advisors Llc | Investment management, Direct payment from the plan | $20,000 |
| Turner, Stoeve & Gagliardi, P.S. | Legal, Direct payment from the plan | $16,065 |