# Board Of Trustees, Cement Masons Local No. 524 Pension Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-cement-masons-local-no-524-pension-plan-310235930-001

> Board Of Trustees, Cement Masons Local No. 524 Pension Plan's DB plan: 74 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/dgperry-pllc) — Auditor

- [U.S. BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — 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|

## Similar Plans

- [Board Of Trustees Bricklayers Of Indiana Retirement Plan](https://planprovider.pro/companies/board-of-trustees-bricklayers-of-indiana-retirement-plan-plan) — 1,169 participants

- [Bone Dry Roofing, INC.](https://planprovider.pro/companies/bone-dry-roofing-inc-plan-001) — 354 participants

- [Board Of Trustees, Bricklayers Local No. 55 Pension Plan](https://planprovider.pro/companies/board-of-trustees-bricklayers-local-no-55-pension-plan-316126985-001) — 208 participants

- [K&K Industries INC.](https://planprovider.pro/companies/k-k-industries-inc-401k-plan) — 139 participants

- [Urethane Of Kentuckiana, INC.](https://planprovider.pro/companies/urethane-of-kentuckiana-inc-401k-plan) — 124 participants

- [Crown Corr, INC.](https://planprovider.pro/companies/crown-corr-inc-plan-002) — 120 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-cement-masons-local-no-524-pension-plan-310235930-001)

© 2026 PlanProvider.Pro