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Original filing (PDF)20251007205144NAL0002697523002
BOARD OF TRUSTEES, NORTHWEST CARPENTERS INDIVIDUAL ACCOUNT PENSION PLA
Form 5500
FILING_RECEIVED
NORTHWEST CARPENTERS INDIVIDUAL ACCOUNT PENSION PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed10 service providers
Active participants
8,251
Accounts w/ balance
21,140
Plan assets (EOY)
$707.8M
Net assets (EOY)
$706.7M
How this plan invests
This plan
12 pooled trusts
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 20 bps in Schedule C fees — 240% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, NORTHWEST CARPENTERS INDIVIDUAL ACCOUNT PENSION PLA.
Plan sponsor
Name
BOARD OF TRUSTEES, NORTHWEST CARPENTERS INDIVIDUAL ACCOUNT PENSION PLA
EIN
91-1160641
Address
455 SOUTH FIGUEROA STREET · LOS ANGELES, CA · 900711608
Phone
(206) 411-6514
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2C · Money purchase (other than target benefit)
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | NONE | $1.0M | — |
| ALAN D BILLER ASSOCIATES | 94-2854953 | — | NONE | $107K | — |
| GROOM LAW GROUP | — | WASHINGTON, DC | NONE | $94K | — |
| NW CARPENTERS HEALTH & SECURITY | 91-6029049 | — | AFFILIATED ORG | $59K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $36K | — |
| NW CARPENTERS RETIREMENT PLAN | 91-6029051 | — | AFFILIATED ORG | $32K | — |
| BARLOW COUGHRAN MORALES & JOSEPHSON | 91-0889948 | — | NONE | $30K | — |
| PMA DIRECT MARKETING | — | TUKWILA, WA | NONE | $25K | — |
| SHANLEY A PROFESSIONAL CORPORATION | 87-3029070 | — | NONE | $18K | — |
| PITNEY BOWES PURCHASE POWER | — | PITTSBURGH, PA | NONE | $10K | — |
Investments
12 pooled funds· $670.2M(95% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BNYM MELLON SL SMARTPATH TD2030 FD BANK OF NEW YORK MELLON CORP · EIN 13-2614959 / PN 002 | Common Collective Trust | — | — | $110.5M | 15.6% | |
| BNYM MELLON SL SMARTPATH TD2035 FD BANK OF NEW YORK MELLON CORP · EIN 13-2614959 / PN 002 | Common Collective Trust | — | — | $109.9M | 15.5% | |
| BNYM MELLON SL SMARTPATH TD2025 FD BANK OF NEW YORK MELLON CORP · EIN 13-2614959 / PN 002 | Common Collective Trust | — | — | $106.2M | 15.0% | |
| BNYM MELLON SL SMARTPATH TD2040 FD BANK OF NEW YORK MELLON CORP · EIN 13-2614959 / PN 002 | Common Collective Trust | — | — | $86.9M | 12.3% | |
| BNYM MELLON SL SMARTPATH TD2045 FD BANK OF NEW YORK MELLON CORP · EIN 13-2614959 / PN 002 | Common Collective Trust | — | — | $77.4M | 10.9% | |
| BNYM MELLON SL SMARTPATH TD2050 FD BANK OF NEW YORK MELLON CORP · EIN 13-2614959 / PN 002 | Common Collective Trust | — | — | $60.0M | 8.5% | |
| BNYM MELLON SL SMARTPATH TD 2020 FD BANK OF NEW YORK MELLON CORP · EIN 13-2614959 / PN 002 | Common Collective Trust | — | — | $39.0M | 5.5% | |
| BNYM MELLON SL SMARTPATH TD2055 FD BANK OF NEW YORK MELLON CORP · EIN 13-2614959 / PN 002 | Common Collective Trust | — | — | $31.7M | 4.5% | |
| BNYM MELLON SL SMARTPATH TD2060 FD BANK OF NEW YORK MELLON CORP · EIN 13-2614959 / PN 002 | Common Collective Trust | — | — | $22.7M | 3.2% | |
| BNYM MELLON SL SMARTPATH RETINC FD BANK OF NEW YORK MELLON CORP · EIN 13-2614959 / PN 002 | Common Collective Trust | — | — | $17.1M | 2.4% | |
| INVESCO STABLE VALUE TRUST A1 INVESTCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $7.3M | 1.0% | |
| ARISTOTLE VALUE EQUITY CIT CLASS B ARISTOTLE CAPITAL MANAGEMENT · EIN 95-4833644 / PN 002 | Common Collective Trust | — | — | $1.8M | 0.3% |