Cement Masons Annuity Trust Fund For Northern Neva
Sponsored by Board Of Trustees, Cement Masons Annuity Trust Fund Of Northern Nevada · EIN 880197939 · Plan #002 · Reno, NV
- Total assets
- $31.5M
- Net assets
- $31.5M
- Active participants
- 141
- With balances
- 1,800
Plan year beginning 06/01/2024 · Age/service weighted or new comparability
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sierra Investment Partners, Inc. CRD 110954 | deterministic · 100% | 2024 |
| Mariner Institutional, Llc CRD 111964 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sierra Investment Partners | Investment management, Investment management fees (direct) | $151,734 |
| Benefit Plan Administrators, Inc. | Accounting, Contract administrator, Participant communication | $117,798 |
| Berry & Co., Cpa's Ltd | Accounting, Direct payment from the plan | $23,000 |
| U.S. Bank, N.A. | Custodial (securities) | $21,344 |
| Mariner Instituional, Llc | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $15,000 |
| Neyhart Anderson Flynn & Grisboll | Legal | $11,804 |