Cement Masons Local Union No. 111 Pension Fund
Sponsored by Cement Masons Local Union No 111 · EIN 160988061 · Plan #001
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 102
- With balances
- 140
Plan year beginning 09/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Advantage Capital Investment Adviser, Llc CRD 171365 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Advantage Capital | Investment management | $78,861 |
| John Tomasello | Employee (plan) | $35,731 |
| Efpr Group, Cpas, Pllc | Accounting | $19,875 |
| Karen Mckernan | $16,640 | |
| Lipsitz Green, Et, Al | Legal | $7,432 |