# Board Of Trustees, Cement Masons Southern California DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-cement-masons-southern-california-plan-001

> Board Of Trustees, Cement Masons Southern California's DB plan: 2,445 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 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](https://planprovider.pro/provider/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|

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