Concrete Block Employers Pension Plan
Sponsored by Board Of Trustees Of Concrete Block Employers Tr · EIN 954179665 · Plan #001
- Total assets
- $22.9M
- Net assets
- $22.9M
- Active participants
- 195
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Liden, Nestle, Soled & Associates | Recordkeeping, Participant communication, Recordkeeping fees | $69,020 |
| Principal Bank | Custodial (securities), Investment advisory (plan), Investment management | $41,174 |
| Caskey, Mandell, Karp & Block Llp | Accounting | $34,500 |
| Horizon Actuarial Services, Llc | Actuarial, Consulting (pension) | $32,189 |
| Meredith J. Sesser | Legal, Consulting (general) | $3,281 |
| John Hancock Life Inurance Company | Recordkeeping | $0 |