AUMdb

Cement Masons Local Union No. 179 Pension Plan

Sponsored by Cement Masons Local Union No. 179 Pension Plan Board Of Trustees · EIN 346752566 · Plan #001

Total assets
$18.0M
Net assets
$18.0M
Active participants
59
With balances
0

Plan year beginning 05/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
American Realty Advisors, Llc CRD 107965 deterministic · 100% 2024
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
Acrisure Actuarial, Direct payment from the plan $32,064
Benesys Contract administrator, Direct payment from the plan $24,159
American Realty Advisors Investment management, Investment management fees (direct) $17,478
Allota Farley Co., Lpa Legal, Direct payment from the plan $17,294
Mariner Wealth Advisors, Llc Investment advisory (plan), Investment management fees (direct) $17,000
Segal Select Insurance agents and brokers, Direct payment from the plan $6,651
Fifth Third Bank Investment management, Investment management fees (direct) $6,143
Dgperry Accounting, Direct payment from the plan $6,070