Cement Masons Local No. 886/404 Pension Plan
Sponsored by Cement Masons Local No. 886/404 Pension Plan Board Of Trustees · EIN 341290577 · Plan #001
- Total assets
- $160M
- Net assets
- $159M
- Active participants
- 590
- With balances
- 0
Plan year beginning 07/01/2024
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 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Manning & Napier Advisors, Llc CRD 105992 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American Realty Advisors | Investment management fees (direct), Investment management | $103,428 |
| Benesys, Inc. | Contract administrator, Recordkeeping | $103,292 |
| Cuni, Rust & Strenk | Actuarial, Direct payment from the plan | $102,000 |
| Autopistas | Product termination fees, Trustee (institutional) | $86,892 |
| Marquette Associates | Consulting (general), Direct payment from the plan | $80,000 |
| Shumaker, Loop & Kendrick | Legal, Direct payment from the plan | $73,724 |
| Ifm Global | Investment management fees (direct), Investment management | $64,289 |
| Hgk Asset Management. Inc. | Investment management fees (direct), Investment management | $44,722 |
| Afl Cio Housing Investment Trust | Investment management fees (direct), Investment management | $36,882 |
| Fifth Third | Custodial (securities), Investment management fees (direct), Investment management | $31,145 |
| Ullico Investment Advisors, Inc. | Investment management, Investment management fees (direct) | $21,043 |
| Ubs Trumbull Property Fund Lp | Investment management fees (direct), Investment management | $20,025 |
| Manning & Napier Advisors | Investment management, Investment management fees (direct) | $12,550 |
| Yurchyk & Davis Cpa's, Inc. | Accounting, Direct payment from the plan | $8,900 |
| Ohio Conference Of Plasterers & Cm | Recordkeeping, Direct payment from the plan | $7,232 |