Plan Snapshot
- Plan Sponsor: Board Of Trustees, Cement Masons Local No. 524 Pension Plan
- Sponsor EIN: 310235930
- Sponsor Address: 7440 WOODLAND DRIVE, INDIANAPOLIS, IN, 46278
- Plan Type: DB
- Plan Number: 001
- Total Participants: 74
- Total Assets: $3.9M
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 | 74 | $3.9M | $502,902 | $0 |
| 2023 | 76 | $3.8M | $544,170 | $0 |
| 2022 | 76 | $3.5M | $489,791 | $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 |
|---|---|---|---|---|
| CUNI RUST & STRENK | Other Service Provider | $45,988 | — | $45,988 |
| LEDBETTER PARTNERS | Other Service Provider | $31,556 | — | $31,556 |
| UMR | Other Service Provider | $26,223 | — | $26,223 |
| MARINER WEALTH ADVISORS, LLC | Other Service Provider | $20,000 | — | $20,000 |
| DGPERRY, PLLC | Auditor | $13,000 | — | $13,000 |
| U.S. BANK NATIONAL ASSOCIATION | Recordkeeper | $10,000 | — | $10,000 |
| SEGAL SELECT INSURANCE | Other Service Provider | $7,557 | — | $7,557 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DGPERRY, PLLC — Auditor
- U.S. BANK NATIONAL ASSOCIATION — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $154,324
- Estimated Expense Ratio: 3.940% 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 | $175,618 | $30,000 | $26,223 | $13,000 | — |
| 2023 | $157,079 | $23,250 | $25,377 | $24,086 | — |
| 2022 | $247,256 | $20,875 | $27,492 | — | $159,047 |