AUMdb

Illinois Operative Plasterers & Cement Masons Annuity Fund

Sponsored by Joint Board Of Trustees Of The Illinois Operative Plasterers & Cement · EIN 371358640 · Plan #002

Total assets
$35.9M
Net assets
$35.8M
Active participants
1,416
With balances
957

Plan year beginning 01/01/2024 · 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
David Vaughan Investments, Llc CRD 105990 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
David Vaughn Investments Investment advisory (plan), Direct payment from the plan $47,569
Kerber, Eck & Braeckel Llp Accounting, Direct payment from the plan $41,706
Quorum Consulting Group Contract administrator, Direct payment from the plan $29,816
Cavanagh & Ohara Legal, Direct payment from the plan $15,789
Charles Schwab Bank Custodial (securities), Direct payment from the plan $14,125