Cement Masons And Plasterers Retirement Plan
Sponsored by Board Of Trustees, Cement Masons And Plasterers Retirement Trust · EIN 916066773 · Plan #001
- Total assets
- $455M
- Net assets
- $446M
- Active participants
- 1,419
- 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 |
| Brandywine Global Investment Management, Llc CRD 110783 | fuzzy_auto · 97% | 2024 |
| Highland Capital Advisors, Llc CRD 139780 | deterministic · 100% | 2024 |
| Quest Investment Management, Llc CRD 110640 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Washington Capital Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $895,364 |
| Welfare & Pension Admin Service | Accounting, Claims processing, Contract administrator | $456,314 |
| Rael & Letson | Actuarial, Consulting (pension), Direct payment from the plan | $206,414 |
| Dodge & Cox Investment Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $162,489 |
| Us Bank | Custodial (securities), Direct payment from the plan, Shareholder servicing fees | $142,389 |
| Barlow & Coughran, P.S. | Legal, Other services, Direct payment from the plan | $82,192 |
| Brandywine Global Investment Mgmt | Investment management, Direct payment from the plan, Investment management fees (direct) | $81,910 |
| Highland Capital Advisors | Investment advisory (plan), Direct payment from the plan | $56,216 |
| Quest Investment Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $32,023 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $31,839 |
| Bank Of America, Na | Custodial (other), Direct payment from the plan | $8,644 |