AUMdb

Cement Masons' Local 502 And Plasterers' Area 5 An

Sponsored by Trustees Of Cement Masons' Local 502 And Plasterers' Area 5 Annuity Fu · EIN 364280579 · Plan #001

Total assets
$60.4M
Net assets
$60.3M
Active participants
2,387
With balances
1,909

Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Peirce Park Group Inc. CRD 118655 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Quorum Consulting Group Contract administrator $72,376
Legacy Professionals Llp Accounting, Recordkeeping $27,838
Johnson & Krol Legal $13,216
Marquette Associates Investment advisory (plan) $8,000