AUMdb

Northwest Sheet Metal Workers Supp Pension Plan

Sponsored by Bd Of Trustees, Northwest Sheet Metal Workers Supp Pension Plan · EIN 911702340 · Plan #001

Total assets
$359M
Net assets
$359M
Active participants
7,556
With balances
10,579

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Reliant Consulting & Research, Inc. CRD 114445 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
The Standard Recordkeeping, Direct payment from the plan $456,857
Benesys, Inc. Contract administrator, Direct payment from the plan $137,594
Reliant Consulting & Research Investment advisory (plan), Direct payment from the plan $47,207
Barlow Coughran Morales Josephson Legal, Direct payment from the plan $25,540
Cliftonlarsonallen Llp Accounting, Direct payment from the plan $16,996
Anastasi Martin & Moore Accounting, Direct payment from the plan $15,457
Mckanna Bishop Joffe, Llp Legal, Direct payment from the plan $6,543