Cement Masons Southern California Pension Trust
Sponsored by Board Of Trustees, Cement Masons Southern California · EIN 953379185 · Plan #001
- Total assets
- $279M
- Net assets
- $279M
- Active participants
- 2,445
- 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 |
|---|---|---|
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Voya Investments, Llc CRD 111091 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zenith American Solutions | Accounting, Contract administrator, Recordkeeping | $713,585 |
| Horizon Actuarial Services, Llc | Actuarial, Investment management fees (direct) | $302,576 |
| Verus | Investment advisory (plan), Direct payment from the plan | $130,000 |
| Wohlner Kaplon Cutler Halford | Legal, Direct payment from the plan | $106,590 |
| Union Bank | Trustee (institutional), Direct payment from the plan | $105,507 |
| Amalgamated Bank | Custodial (securities), Investment management fees (direct), Investment management fees (indirect) | $71,595 |
| Washington Capital Management, Inc. | Investment management, Investment management fees (direct) | $49,029 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $25,000 |
| Voya Investment Trust Co. | Investment management, Investment management fees (direct) | $15,392 |