Cement Masons Local 780 Pension Fund
Sponsored by Cement Masons Local 780 Pension Fund · EIN 131626710 · Plan #001
- Total assets
- $176M
- Net assets
- $165M
- Active participants
- 397
- 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 |
|---|---|---|
| Boyd Watterson Asset Management, Llc CRD 107808 | deterministic · 100% | 2024 |
| Ullico Investment Advisors, Inc. CRD 106628 | deterministic · 100% | 2024 |
| Polen Capital Management, Llc CRD 106093 | deterministic · 100% | 2024 |
| Congress Asset Management Company, Llp CRD 105161 | fuzzy_auto · 99% | 2024 |
| Reynolds Consulting Services Llc CRD 135768 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Boyd Watterson Asset Management | Investment management fees (direct), Investment management fees (indirect), Investment management | $275,864 |
| Ullico Investment Advisors Inc. | Investment management, Investment management fees (direct) | $144,918 |
| Polen Capital Management | Investment management fees (direct), Investment management | $59,047 |
| First Actuarial Consulting Inc. | Direct payment from the plan | $47,225 |
| Fitzsimmons Abrams, Llp | $40,600 | |
| Congress Asset Management | Investment management, Investment management fees (direct), Soft dollars commissions | $39,142 |
| Proskauer Rose Llp | Direct payment from the plan, Legal | $35,201 |
| New Tower Trust Company | Investment management fees (direct), Investment management, Investment management fees (indirect) | $30,510 |
| Amalgamated Bank | Investment management fees (indirect), Investment management fees (direct), Custodial (securities) | $30,257 |
| Reynolds Consulting Services Llc | Investment management fees (direct), Investment advisory (plan) | $26,522 |
| Crescent Capital High Income Fund | Investment management fees (indirect), Investment management | $25,407 |