401k Record

Providers › Barlow Coughran Morales & Josephson

Barlow Coughran Morales & Josephson

Plans listing this provider

11

0.02% of the 56,420 plans with Schedule H financials; 10 in 2023

Assets of those plans

$3,000,444,671

0.04% of all Schedule H plan assets

Plans where it is the recordkeeper

0

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$284,437

100% of its Schedule C lines carry a positive direct amount

Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.

Services reported

Service codeMeaningPlans
29Legal11
50Direct payment from the plan11

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Northwest Carpenters Individual Account Pension PlanBoard of Trustees Northwest Carpenters Individual Account Pension PLA $707,774,88121,140$30,274
Western Washington U.A. Supplemental Pension PlanBoard of Trustees of the Western WA U.A. Supplemental Pension Plan $661,120,4776,354$49,285
Puget Sound Electrical Workers 401(k) Savings PlanBoard of Trustees Puget Sound Electrical Workers 401(k) Savings Plan $622,308,8258,061$51,556
Northwest Sheet Metal Workers Supp Pension PlanBD of Trustees Northwest Sheet Metal Workers Supp Pension Plan $358,918,55510,579$25,540
United Association Union Local No. 290 Plumber, Steamfitter and Shipfitter Industry 401(k) PlanBoard of Trustees U.A. Union Local No. 290 Plumber $235,617,4183,115$19,680
Midwest Teamsters Member 401(k) PlanBoard of Trustees Midwest Teamsters Member 401(k) $116,672,4713,157$9,261
Machinists Retirement and Savings PlanBoard of Trustees of the Machinists Retirement and Savings Plan $106,971,3242,903$36,940
U.A. Locals No. 375 and 367 Supplemental TrustBoard of Trustees U.A. Locals 375/367 Supplemental Pension Trust $102,422,2702,295$21,260
UFCW Investment Savings Plan and TrustBoard of Trustees UFCW Investment Savings Plan $36,505,6273,366$5,488
Office & Professional Employees Retirement PlanBoard of Trustees Office & Professional Employees RET Plan $34,499,4082,732$12,600
Cement Masons and Plasterers 401(k) PlanBoard of Trustees Cement Masons and Plasterers 401(k) Trust $17,633,4151,975$22,553

Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.