Cement Masons Employers Pension Plan
Sponsored by Cement Masons Employers Pension Trust · EIN 936073070 · Plan #001
- Total assets
- $123M
- Net assets
- $123M
- Active participants
- 425
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Quest Investment Management, Llc CRD 110640 | deterministic · 100% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Highland Capital Advisors, Llc CRD 139780 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Masonry Industry Trust Admin. | Contract administrator, Recordkeeping, Direct payment from the plan | $179,937 |
| Bradley L. Middleton, Pc | Legal, Direct payment from the plan | $165,199 |
| Washington Capital Management Inc. | Investment management, Direct payment from the plan, Other investment fees and expenses | $132,468 |
| Milliman | Actuarial, Direct payment from the plan, Consulting fees | $116,708 |
| Quest Investment Management, Inc. | Investment management, Direct payment from the plan, Investment management fees (indirect) | $90,363 |
| Middleton & Co., Cpa, Pc | Accounting, Direct payment from the plan | $90,000 |
| Highland Capital Advisors, Llc | Investment advisory (plan), Direct payment from the plan, Consulting fees | $47,584 |
| Keycorp | Contract administrator, Recordkeeping, Custodial (other) | $26,367 |
| Markel American Insur. Co. | Insurance services, Direct payment from the plan, Other insurance fees and expenses | $19,145 |
| Chubb | Insurance services, Direct payment from the plan, Other insurance fees and expenses | $5,749 |
| The Berwyn Group, Inc. | Direct payment from the plan, Other services | $5,200 |
| Massachusetts Financial Services Co | Investment management fees (indirect), Distribution (12b-1) fees, Other investment fees and expenses | $0 |
| Us Bank National Association | Custodial (securities), Trustee (institutional), Investment management fees (indirect) | $0 |
| Dodge And Cox Funds Dodgx | Investment management fees (indirect), Distribution (12b-1) fees, Other investment fees and expenses | $0 |
| Dodge & Cox Funds Dodwx | Investment management fees (indirect), Distribution (12b-1) fees, Other investment fees and expenses | $0 |
| Capital Research & Management Co. | Investment management fees (indirect), Distribution (12b-1) fees, Other investment fees and expenses | $0 |
| Metropolitan West Asset Mgmt, Llc | Investment management fees (indirect), Distribution (12b-1) fees, Other investment fees and expenses | $0 |