AUMdb

Santa Barbara Masonry Local 5 Pension Plan

Sponsored by Santa Barbara Masonry Local 5 Pension Plan · EIN 956332744 · Plan #001 · West Covina, CA

Total assets
$4.5M
Net assets
$4.5M
Active participants
188
With balances
226

Plan year beginning 01/01/2024 · Money purchase

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Northern Trust Trustee (institutional) $38,064
Benesys Administrators Contract administrator $21,048
Mcgowan Guntermann Contract administrator $10,000