Cement Masons Southern California Individual Retirement Account Defined Contribution Trust
Sponsored by Board Of Trustees, Cement Masons Southern California · EIN 953697340 · Plan #002
- Total assets
- $224M
- Net assets
- $223M
- Active participants
- 5,831
- With balances
- 6,234
Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account
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 |
|---|---|---|
| Milliman | Recordkeeping, Participant loan processing, Participant communication | $359,422 |
| Zenith American Solutions | Accounting, Contract administrator, Recordkeeping | $201,809 |
| Verus | Investment advisory (plan), Direct payment from the plan | $127,746 |
| Wohlner, Kaplon, Cutler, Halford & | Legal, Direct payment from the plan | $38,320 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $20,300 |