AUMdb

Cement Masons Local 526 Pension Plan

Sponsored by Board Of Trustees Cement Masons Local 526 Pension Fund · EIN 256103481 · Plan #001

Total assets
$75.3M
Net assets
$75.3M
Active participants
500
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
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Wellington Trust Company Investment management fees (direct), Soft dollars commissions $86,655
Gallagher Fiduciary Advisors, Llc Investment advisory (plan) $57,820
Acrisure Mid Atlantic Partners Ins Actuarial, Consulting fees $36,895
Diclaudio & Kramer, Llc Accounting $35,000
Stephen J. O'brien & Associates,Llc Legal $19,894
Pnc Bank Investment management fees (direct), Investment management, Float revenue $17,577