Plan Snapshot
- Plan Sponsor: Board Of Trustees, Cement Masons Southern California
- Sponsor EIN: 953379185
- Sponsor Address: 5417 PECK RD, ARCADIA, CA, 91006
- Plan Type: DB
- Total Participants: 2,445
- Total Assets: $279.0M
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 | 2,445 | $279.0M | $27.6M | $0 |
| 2023 | 2,292 | $259.0M | $26.2M | $0 |
| 2022 | 2,234 | $235.7M | $25.3M | $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 |
|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | NONE | $713,585 | — | $713,585 |
| HORIZON ACTUARIAL SERVICES, LLC | NONE | $302,576 | — | $302,576 |
| VERUS | NONE | $130,000 | — | $130,000 |
| WOHLNER KAPLON CUTLER HALFORD | NONE | $106,590 | — | $106,590 |
| UNION BANK | NONE | $105,507 | — | $105,507 |
| AMALGAMATED BANK | NONE | $71,595 | — | $71,595 |
| WASHINGTON CAPITAL MANAGEMENT, INC. | NONE | $49,029 | — | $49,029 |
| MILLER KAPLAN ARASE LLP | NONE | $25,000 | — | $25,000 |
| VOYA INVESTMENT TRUST CO. | NONE | $15,392 | — | $15,392 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,519,274
- Estimated Expense Ratio: 0.545% 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 | $1,900,398 | $197,791 | $477,504 | $25,000 | — |
| 2023 | $1,719,353 | $251,748 | $321,288 | $24,000 | — |
| 2022 | $1,943,479 | $367,232 | $504,238 | — | $558,199 |