Southern California Plastering Institute Pension Trust Fund
Sponsored by Board Of Trustees Southern California Plastering Institute · EIN 516052141 · Plan #001 · Covina, CA
- Total assets
- $100M
- Net assets
- $100.0M
- Active participants
- 425
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| American Realty Advisors, Llc CRD 107965 | deterministic · 100% | 2024 |
| Meketa Investment Group Inc CRD 110601 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Zenith American Solutions | Contract administrator, Accounting, Participant communication | $322,043 |
| Horizon Actuarial Services, Llc | Actuarial, Consulting (pension), Direct payment from the plan | $115,977 |
| Berry & Co., Cpa's Ltd | Accounting, Direct payment from the plan | $94,059 |
| American Realty Advisors, Llc | Investment management, Investment management fees (direct) | $92,177 |
| Meketa Investment Group, Inc | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $90,750 |
| Wohlner Kaplon Cutler Halford Et Al | Legal, Direct payment from the plan | $74,362 |
| Ullico Investment Advisors Inc. | Investment management, Investment management fees (direct) | $57,557 |
| U.S. Bank, N.A. | Custodial (securities), Trustee (institutional), Direct payment from the plan | $51,887 |
| Amalgamated Bank | Custodial (securities), Investment management, Investment management fees (direct) | $13,840 |