AUMdb

Cement Masons Pension Fund Of Local No. 165

Sponsored by Board Of Trustees For Cement Masons · EIN 356296477 · Plan #001

Total assets
$46.6M
Net assets
$46.5M
Active participants
95
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
Jp Morgan Chase Bank, Na Trustee (discretionary), Investment advisory (plan), Investment management $250,987
Captrust Financial Partners Llc Investment advisory (plan) $27,500
Foster & Foster Actuarial $23,000
Tic Midwest Contract administrator, Plan administrator, Accounting $20,654
Legacy Professionals Llp Accounting $20,112
Tic International Corp Accounting, Contract administrator, Plan administrator $11,011
Asher, Gittler, & D'alba Ltd Legal $10,027
Richard J. Wolf & Company Recordkeeping $6,600