Plan Snapshot
- Plan Sponsor: Board Of Trustees Cement Masons Local 526 Pension Fund
- Sponsor EIN: 256103481
- Sponsor Address: 1900 ANDREW STREET, MUNHALL, PA, 151202554
- Plan Type: DB
- Plan Number: 001
- Total Participants: 500
- Total Assets: $75.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 500 | $75.3M | $6.1M | $0 |
| 2023 | 501 | $70.0M | $6.0M | $0 |
| 2022 | 464 | $61.4M | $6.2M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WELLINGTON TRUST COMPANY | Other Service Provider | $86,655 | — | $86,655 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | Other Service Provider | $57,820 | — | $57,820 |
| ACRISURE MID-ATLANTIC PARTNERS INS | Other Service Provider | $36,895 | — | $36,895 |
| DICLAUDIO & KRAMER, LLC | Auditor | $35,000 | — | $35,000 |
| STEPHEN J. O'BRIEN & ASSOCIATES,LLC | Other Service Provider | $19,894 | — | $19,894 |
| PNC BANK | Other Service Provider | $17,577 | — | $17,577 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DICLAUDIO & KRAMER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $253,841
- Estimated Expense Ratio: 0.337% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $513,465 | $144,475 | — | $35,000 | — |
| 2023 | $497,464 | $144,711 | — | $32,311 | — |
| 2022 | $494,813 | $149,709 | — | — | $77,624 |