Cement Masons Pension Trust Fund Detroit And Vicinity
Sponsored by Joint Board Of Trustees Cement Masons Pension Trust Fund Detroit · EIN 386242187 · Plan #001
- Total assets
- $108M
- Net assets
- $108M
- Active participants
- 571
- With balances
- 0
Plan year beginning 05/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Pier Capital, Llc CRD 131212 | deterministic · 100% | 2024 |
| Brandywine Asset Management, Inc CRD 307564 | deterministic · 100% | 2024 |
| Congress Asset Management Company, Llp CRD 105161 | fuzzy_auto · 97% | 2024 |
| Nuveen Asset Management, Llc CRD 155584 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tic Midwest, Llc | Accounting, Contract administrator, Recordkeeping | $114,690 |
| Stefansky, Holloway, Nichols | Accounting, Direct payment from the plan | $63,997 |
| Comerica Bank | Custodial (securities), Direct payment from the plan, Securities brokerage commissions | $54,740 |
| United Actuarial Services | Actuarial, Direct payment from the plan | $39,333 |
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan, Securities brokerage commissions | $38,411 |
| Boston Company | Investment management, Investment management fees (direct) | $36,439 |
| Pier Capital | Investment management, Investment management fees (direct) | $35,824 |
| Brandywine Asset Management | Investment management, Direct payment from the plan | $30,560 |
| Congress Asset Management Co. | Investment management, Investment management fees (direct) | $25,794 |
| Nuveen Asset Management | Investment management, Direct payment from the plan | $24,780 |
| Watkins Pawlick Calati & Prifti Pc | Legal, Direct payment from the plan | $23,977 |
| Benda, Grace, Stulz & Company, P.C. | Accounting, Direct payment from the plan | $21,450 |
| Evaluations Consultants, Llc | Consulting (general), Direct payment from the plan | $6,445 |