Washington Idaho Cement Masons Employers Retirement Trust Fund
Sponsored by Washington Idaho Cement Masons Employers Retirement Trust Fund · EIN 916123986 · Plan #001 · Mercer Island, WA
- Total assets
- $42.4M
- Net assets
- $42.3M
- Active participants
- 385
- With balances
- 0
Plan year beginning 06/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Highland Capital Advisors, Llc CRD 139780 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wpas, Inc. | Accounting, Plan administrator, Recordkeeping | $87,378 |
| Washington Capital Management, Inc. | Investment management fees (direct) | $75,431 |
| Nwps | Actuarial, Direct payment from the plan | $36,000 |
| Bradley L. Middleton Pc | Legal, Direct payment from the plan | $35,503 |
| Highland Capital Advisors, Llc | Investment advisory (plan), Investment management fees (direct) | $28,470 |
| U.S. Bank, N.A. | Custodial (securities), Direct payment from the plan | $19,034 |
| The Segal Group, Inc. | Actuarial, Consulting (pension), Direct payment from the plan | $16,624 |
| Anastasi, Moore & Martin, Pllc | Accounting, Direct payment from the plan | $14,500 |