Construction Laborers Annuity Plan For Southern California
Sponsored by Board Of Trustees,Construction Laborers Annuity Plan For Southern Cali · EIN 956031812 · Plan #002
- Total assets
- $273M
- Net assets
- $272M
- Active participants
- 51,399
- With balances
- 51,834
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 94% | 2024 |
| Nepc, Llc CRD 110562 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| National Investment Services | Investment management | $532,129 |
| Calibre Cpa Group Pllc | Accounting | $20,000 |
| Pacific Southwest Administrators | Claims processing, Contract administrator, Recordkeeping | $13,200 |
| Reich, Adell, & Cvitan | Legal | $5,078 |
| Nepc, Llc | Investment management | $5,000 |