Cement Masons Local No. 524 Pension Plan
Sponsored by Board Of Trustees, Cement Masons Local No. 524 Pension Plan · EIN 310235930 · Plan #001
- Total assets
- $3.9M
- Net assets
- $3.8M
- Active participants
- 74
- With balances
- 0
Plan year beginning 06/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cuni Rust & Strenk | Actuarial, Direct payment from the plan | $45,988 |
| Ledbetter Partners | Legal, Direct payment from the plan | $31,556 |
| Umr | Plan administrator, Direct payment from the plan | $26,223 |
| Mariner Wealth Advisors, Llc | Investment management fees (direct), Investment advisory (plan) | $20,000 |
| Dgperry, Pllc | Accounting, Direct payment from the plan | $13,000 |
| U.S. Bank National Association | Direct payment from the plan, Investment management | $10,000 |
| Segal Select Insurance | Insurance agents and brokers, Insurance brokerage commissions | $7,557 |