So. Ca. Rock Prod. & Ready Mixed Concrete Industries Operating Eng. Employees Ret. Plan
Sponsored by Pension & Insurance Committee, Southern California Rock Products · EIN 510190581 · Plan #002
- Total assets
- $29.5M
- Net assets
- $29.4M
- Active participants
- 11
- 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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pacific Southwest Administrators | Claims processing, Contract administrator, Direct payment from the plan | $96,322 |
| Horizon Actuarial Services, Llc | Actuarial, Direct payment from the plan | $64,982 |
| Rbc Wealth Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $29,359 |
| Miller Kaplan Arase Llp | Accounting, Direct payment from the plan | $28,300 |
| Wohlner Kaplon Cutler Halford Rosen | Legal, Direct payment from the plan | $23,691 |
| Northern Trust Corporation | Trustee (institutional), Direct payment from the plan, Investment management fees (direct) | $13,677 |
| Baa Capital Advisors, Inc | Consulting (pension), Direct payment from the plan | $5,000 |