Nw Bricklayers & Allied Craftworkers Dc Retirement Plan
Sponsored by Joint Board Of Trustees, Nw Bricklayers & Allied Craftworkers · EIN 911832764 · Plan #001
- Total assets
- $37.3M
- Net assets
- $37.2M
- Active participants
- 1,028
- With balances
- 1,435
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Scott Capital Advisors, Llc CRD 307980 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nwps | Recordkeeping, Participant communication, Direct payment from the plan | $73,505 |
| Bradley L Middleton, Pc | Legal, Direct payment from the plan | $31,009 |
| Middleton & Co Cpa Pc | Accounting, Direct payment from the plan | $25,000 |
| Masonry Industry Trust Admin. | Plan administrator, Recordkeeping, Account maintenance fees | $23,355 |
| Scott Capital Advisors | Investment advisory (participants), Investment advisory (plan), Investment management | $18,000 |
| Charles Schwab Bank | Recordkeeping, Custodial (securities), Direct payment from the plan | $13,072 |
| Markel American Ins. Co. | Other insurance fees and expenses, Insurance services, Direct payment from the plan | $12,257 |