Southern California Bricklayers Pension Fund
Sponsored by Board Of Trustees, Southern California Bricklayers · EIN 956835541 · Plan #002
- Total assets
- $39.1M
- Net assets
- $38.8M
- Active participants
- 2,389
- With balances
- 2,389
Plan year beginning 05/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Investment Performance Services Llc CRD 105527 | fuzzy_auto · 97% | 2024 |
| Rreef America L.L.C. CRD 109596 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benesys | Contract administrator, Recordkeeping, Direct payment from the plan | $83,372 |
| The Wagner Law Group | Legal | $72,669 |
| U.S. Bank | Custodial (securities), Direct payment from the plan, Other investment fees and expenses | $29,749 |
| Withumsmith+Brown Pc | Accounting, Direct payment from the plan | $26,668 |
| Eide Bailly Llp | Accounting, Consulting (general) | $22,666 |
| Investment Performance Svcs, Llc | Consulting (general), Investment advisory (plan) | $20,000 |
| Rreef America L.L.C | Investment management, Direct payment from the plan | $13,359 |
| National Invst Svcs Of America, Llc | Investment management, Investment management fees (direct) | $11,220 |
| Milliman Inc. | Actuarial, Consulting (general), Direct payment from the plan | $7,842 |