AUMdb

Cement Masons And Plasterers Local 518 Defined Contribution Fund

Sponsored by Board Of Trustees Of Cement Masons And Plasterers Local 518 Defined Co · EIN 436098247 · Plan #002 · Kansas City, MO

Total assets
$70.2M
Net assets
$70.2M
Active participants
749
With balances
1,553

Plan year beginning 08/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Peirce Park Group Inc. CRD 118655 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ekon Benefits Custodial (securities), Recordkeeping $180,748
Wilson Mcshane Plan administrator $69,773
Arnold, Newbold, Sollars & Hollins Legal $43,242
Construction Benefits Audit Corpora Accounting $20,290
Anders Cpas Accounting $20,000
Marquette Associates Investment advisory (plan) $10,000