AUMdb

Cement Masons And Plasterers 401 K Plan

Sponsored by Board Of Trustees, Cement Masons And Plasterers 401(k) Trust · EIN 883678189 · Plan #002

Total assets
$17.6M
Net assets
$17.6M
Active participants
2,421
With balances
1,975

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Highland Capital Advisors, Llc CRD 139780 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Wpas, Inc Contract administrator, Plan administrator, Direct payment from the plan $141,824
Matrix Trust Company Consulting (general), Direct payment from the plan $134,728
Cliftonlarsonallen Llp Accounting, Direct payment from the plan $22,639
Barlow,Coughran,Morales,& Josephson Legal, Direct payment from the plan $22,553
Highland Capital Advisors, Llc Investment advisory (plan), Direct payment from the plan $17,500
Rael & Letson Actuarial, Consulting (general), Direct payment from the plan $10,187
Milliman Recordkeeping, Direct payment from the plan $7,883