PLATFORM CPA
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
41
Active participants
57,461
Total plan assets
$3.3B
Filings (rows)
41
Direct comp
$706K
Indirect comp
$0
Aggregating 5 name variants under "PLATFORM CPA"
SERVICES PROVIDED
Other27
Accountant / Auditor14
Top plans served
All 41 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BOARD OF TRUSTEES, HARRISON ELECTRICAL WORKERS TRUST HARRISON ELECTRICAL WORKERS TRUST FUND | PORTLAND, OR | Other NONE | 7,903 | $456.9M | $41K |
| BOARD OF TRUSTEES, CASCADE PENSION TRUST MONEY CASCADE PENSION TRUST MONEY PURCHASE PENSION PLAN | PORTLAND, OR | Other NONE | 2,271 | $425.3M | $16K |
| BOARD OF TRUSTEES AGC-IUOE LOCAL OF AGC-IUOE LOCAL 701 PENSION TRUST DEFINED BENEFIT PENSION PLAN OF AGC-IUOE LOCAL 701 PENSION TRUST FUND | SEATTLE, WA | Other NONE | 1,882 | $358.2M | $38K |
| OREGON - COLUMBIA CHAPTER AGC NORTHWEST AGC CHAPTERS RETIREMENT PLAN | WILSONVILLE, OR | Accountant / Auditor AUDITOR | 3,426 | $328.1M | $39K |
| OREGON & SOUTHWEST WASHINGTON PAINTERS PENSION PLAN, TRUSTEES OREGON & SOUTHWEST WASHINGTON PAINTERS PENSION PLAN | PORTLAND, OR | Accountant / Auditor AUDITOR | 994 | $193.4M | $30K |
| DEFINED CONTRIB PL, AGC-IUOE LOCAL 701 PENSION TRUST FUND TRUSTEES DEFINED CONTRIBUTION PLAN OF THE AGC-IUOE LOCAL 701 PENSION TRUST FUND | SEATTLE, WA | Other NONE | 4,274 | $157.2M | $11K |
| LABORERS DISTRICT COUNCIL PENSION AND DISABILITY TRUST FUND NO. 2 LABORERS DISTRICT COUNCIL PENSION AND DISABILITY TRUST FUND NO. 2 | COLUMBIA, MD | Other NONE | 1,893 | $137.4M | $26K |
| BOARD OF TRUSTEES, EMPLOYEE PAINTERS' TRUST HEALTH AND WELFARE PLAN EMPLOYEE PAINTERS' TRUST HEALTH AND WELFARE PLAN | TUKWILA, WA | Other NONE | 5,406 | $120.2M | $21K |
| BOARD OF TRUSTEES, CORNELL-HART PENSION PLAN CORNELL-HART PENSION PLAN | PORTLAND, OR | Other NONE | 1,685 | $101.9M | $10K |
| CORNELL-HART PENSION PLAN BOARD OF TRUSTEES CORNELL-HART PENSION PLAN | PORTLAND, OR | Accountant / Auditor AUDITOR | 1,579 | $91.8M | $17K |
| BOARD OF TRUSTEES, EMPLOYER-INDUSTRIAL SHEET METAL EMPLOYER-INDUSTRIAL SHEET METAL WORKERS LOCAL 16 PENSION TRUST | PORTLAND, OR | Other NONE | 522 | $90.6M | $16K |
| BOARD OF TRUSTEES, AGC-IUOE LOCAL 701 HEALTH & WELFARE TRUST FUND AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND | SEATTLE, WA | Other NONE | 2,217 | $78.2M | $18K |
| BOARD OF TRUSTEES, EMPLOYERS-SHOPMEN'S LOCAL 516 PENSION PLAN OF THE EMPLOYERS-SHOPMEN'S LOCAL 516 PENSION TRUST | TUALATIN, OR | Other NONE | 472 | $74.3M | $17K |
| BOARD OF TRUSTEES, CASCADE PENSION TRUST 401(K)PLAN CASCADE PENSION TRUST 401(K) PLAN | PORTLAND, OR | Other NONE | 467 | $69.7M | $9K |
| WESTERN STATES 401(K) RETIREMENT FUND OF THE OPEIU BOARD OF TRUSTEES WESTERN STATES 401(K) RETIREMENT FUND OF THE OPEIU | PORTLAND, OR | Other NONE | 383 | $68.6M | $43K |
| UNITED EMPLOYEES BENEFIT TRUST UNITED EMPLOYEES BENEFIT TRUST | TACOMA, WA | Accountant / Auditor ACCOUNTANT | 2,398 | $58.5M | $18K |
| BOARD OF TRUSTEES, TEAMSTERS 206 EMPLOYERS PLAN TEAMSTERS 206 EMPLOYERS PLAN | SEATTLE, WA | Other NONE | 1,754 | $57.0M | $18K |
| MONTANA TEAMSTERS - CONTRACTORS / EMPLOYERS BOARD OF TRUSTEES MONTANA TEAMSTERS - CONTRACTORS / EMPLOYERS TRUST | SEATTLE, WA | Accountant / Auditor AUDITOR | 1,630 | $45.7M | $5K |
| TRUSTEES OF LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY H&W PLAN LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY HEALTH AND WELFARE PLAN | PORTLAND, OR | Other NONE | 646 | $43.4M | $17K |
| BOARD OF TRUSTEES, SHEET METAL WORKERS 16 HEALTH TRUST SHEET METAL WORKERS 16 HEALTH TRUST | PORTLAND, OR | Other NONE | 1,885 | $43.4M | $18K |
| BOARD OF TRUSTEES, PAINTMAKERS MONEY ACCUMULATION PAINTMAKERS MONEY ACCUMULATION PENSION PLAN B | BOTHELL, WA | Other NONE | 311 | $39.7M | $15K |
| PAINTMAKERS PENSION TRUST FUND BOARD OF TRUSTEES PAINTMAKERS MONEY ACCUMULATION PENSION PLAN B | BOTHELL, WA | Accountant / Auditor AUDITOR | 286 | $38.9M | $13K |
| BOARD OF TRUSTEES, NW INSULATION WELFARE TRUST NORTHWEST INSULATION WORKERS WELFARE TRUST | SEATTLE, WA | Accountant / Auditor AUDITORS | 466 | $30.8M | $15K |
| ROOFERS LOCAL 49 WELFARE FUND BOARD OF TRUSTEES ROOFERS LOCAL 49 WELFARE FUND | PORTLAND, OR | Accountant / Auditor AUDITOR | 626 | $22.9M | $9K |
| BOARD OF TRUSTEES, HEAT AND FROST INSULATORS AND HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL 36 HEALTH TRUST | TUALATIN, OR | Other NONE | 275 | $19.1M | $12K |
| BOARD OF TRUSTEES, PAINTMAKERS PENSION PLAN PAINTMAKERS PENSION PLAN | BOTHELL, WA | Other NONE | 57 | $19.1M | $12K |
| PAINTMAKERS PENSION TRUST FUND BOARD OF TRUSTEES PAINTMAKERS PENSION PLAN | BOTHELL, WA | Accountant / Auditor AUDITOR | 34 | $18.9M | $10K |
| TRUSTEES, ALASKA PIPE TRADES ASSOC U.A. LOCAL NO. 375 HEALTH & SEC TR ALASKA PIPE TRADES ASSOCIATION - U.A. LOCAL NO. 375 HEALTH AND SECURITY TRUST FUND | PORTLAND, OR | Other NONE | 316 | $18.4M | $16K |
| WESTERN STATES HEALTH AND WELFARE TRUST FUND OF THE OPEIU TRUSTEES WESTERN STATES HEALTH AND WELFARE TRUST FUND OF THE OPEIU | PORTLAND, OR | Other NONE | 937 | $17.9M | $15K |
| BOARD OF TRUSTEES, IBEW 125 - PGE HEALTH AND IBEW 125 - PGE HEALTH AND WELFARE TRUST | PORTLAND, OR | Other NONE | 633 | $17.6M | $11K |
| BOARD OF TRUSTEES, SERVICE EMPLOYEES INTERNATIONAL SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 49 WELFARE TRUST | PORTLAND, OR | Other NONE | 1,624 | $14.5M | $16K |
| BOARD OF TRUSTEES PAINTERS AND ALLIED TRADES L 1959 RETIREMENT PLAN PAINTERS AND ALLIED TRADES LOCAL 1959 RETIREMENT PLAN | MERCER ISLAND, WA | Accountant / Auditor AUDITOR | 418 | $14.2M | $10K |
| NORTHWEST EMPLOYEES RETIREMENT PLAN NORTHWEST EMPLOYEES RETIREMENT PLAN | SEATTLE, WA | Other NONE | 443 | $12.2M | $10K |
| BOARD OF TRUSTEES SEIU LOCAL 49 WELFARE TRUST SERVICE EMPLOYEES INTERNATIONAL UNION LOCAL 49 WELFARE TRUST | PORTLAND, OR | Accountant / Auditor PLAN AUDITOR | 1,396 | $11.7M | $15K |
| GUARDIAN MANAGEMENT LLC GUARDIAN MANAGEMENT LLC 401(K) PLAN | PORTLAND, OR | Other OTHER | 215 | $7.1M | $9K |
| BOARD OF TRUSTEES, CLACKAMAS COUNTY SHERIFF'S OFFICE CLACKAMAS COUNTY SHERIFF'S OFFICE INDEPENDENT RETIREE MEDICAL TRUST | PORTLAND, OR | Other NONE | 0 | $6.9M | $12K |
| ASSOCIATED BUILDERS & CONTRACTORS OF SOUTHERN CALIFORNIA BENEFIT TRUST ABC OF SOUTHERN CALIFORNIA BENEFIT TRUST FUND WELFARE BENEFIT PLAN | ANAHEIM, CA | Accountant / Auditor TRUST ACCOUNTANTS | 2,010 | $6.6M | $37K |
| CLACKAMAS COUNTY SHERIFF'S OFFICE INDEPENDENT RETIREE MEDICAL TRUST CLACKAMAS COUNTY SHERIFF'S OFFICE INDEPENDENT RETIREE MEDICAL TRUST | PORTLAND, OR | Accountant / Auditor AUDITOR | 0 | $6.3M | $11K |
| ASSOCIATED BUILDERS & CONTRACTORS OF SOUTHERN CALIFORNIA BENEFIT TRUST ABC OF SOUTHERN CALIFORNIA BENEFIT TRUST FUND WELFARE BENEFIT PLAN | ANAHEIM, CA | Accountant / Auditor TRUST ACCOUNTANTS | 2,066 | $6.2M | $16K |
| BOARD OF TRUSTEES OF MONTANA EMPLOYEE VACATION SAVINGS PLAN MONTANA EMPLOYEE VACATION SAVINGS PLAN | SPOKANE, WA | Other NONE | 1,661 | $1.5M | $6K |
| TRUSTEES OF LOCAL 598 PLUMBING & PIPEFITTING INDUSTRY H&W PLAN LOCAL UNION 598 PLUMBING & PIPEFITTING INDUSTRY EA MEDICARE-ELIGIBLE RETIREE HEALTH REIMBURSEMENT ARR | PORTLAND, OR | Other NONE | — | $1.1M | $8K |