AUMdb

Minnesota Cement Masons Pension Fund

Sponsored by Trustees Of Minnesota Cement Masons Pension Fund · EIN 516096906 · Plan #001

Total assets
$286M
Net assets
$285M
Active participants
788
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

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

Firm Match Plan year
Standard Valuations Inc CRD 112413 deterministic · 100% 2024
Whitestar Advisors, Llc CRD 124627 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Sei Investments Company Trustee (institutional), Trustee (discretionary), Investment management $1,359,417
The Segal Company Actuarial, Consulting (pension) $198,615
Cement Masons Service Corporation Contract administrator $120,878
Union Bank And Trust Custodial (securities), Account maintenance fees, Other fees $93,275
Zenith American Solutions Contract administrator, Copying and duplicating, Other services $92,229
Reinhart Boerner Van Deuren Sc Legal $73,942
Standard Valuations, Inc. Investment advisory (plan) $20,000
Whitestar Advisors Llc Investment management, Investment management fees (direct) $19,950
Legacy Professionals Llp Accounting $18,700