Oregon & Southwest Washington Painters Pension Plan
Sponsored by Oregon & Southwest Washington Painters Pension Plan, Trustees · EIN 936022791 · Plan #001
- Total assets
- $193M
- Net assets
- $193M
- Active participants
- 994
- 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 |
|---|---|---|
| Newton Investment Management Ltd CRD 111208 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newton Investment Management North | Investment management, Direct payment from the plan | $179,812 |
| Milliman, Inc. | Actuarial, Consulting (pension), Direct payment from the plan | $120,169 |
| The Urban Law Firm | Legal, Direct payment from the plan | $116,274 |
| The William C. Earhart Co. Inc. | Contract administrator, Recordkeeping, Direct payment from the plan | $101,641 |
| Verus Advisory, Inc. | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $90,000 |
| J H Herrle & Associates, Inc. | Insurance services, Direct payment from the plan | $51,460 |
| U.S. Bank | Direct payment from the plan, Custodial (securities) | $46,289 |
| Platform Cpa's, Llp | Accounting, Direct payment from the plan | $30,277 |
| Ifebp | Direct payment from the plan | $21,355 |