Plan Snapshot
- Plan Sponsor: Board Of Trustees, Cement Masons Southern California
- Sponsor EIN: 953697340
- Sponsor Address: 5417 PECK RD, ARCADIA, CA, 91006
- Plan Type: DC
- Total Participants: 5,831
- Total Assets: $224.0M
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 | 5,831 | $224.0M | $12.3M | $0 |
| 2023 | 5,554 | $201.8M | $11.6M | $0 |
| 2022 | 5,435 | $171.5M | $11.7M | $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 |
|---|---|---|---|---|
| MILLIMAN | NONE | $359,422 | — | $359,422 |
| ZENITH AMERICAN SOLUTIONS | NONE | $201,809 | — | $201,809 |
| VERUS | NONE | $127,746 | — | $127,746 |
| WOHLNER, KAPLON, CUTLER, HALFORD & | NONE | $38,320 | — | $38,320 |
| MILLER KAPLAN ARASE LLP | NONE | $20,300 | — | $20,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — NONE
- 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: $747,597
- Estimated Expense Ratio: 0.334% 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 | $1,181,070 | $861,384 | $118,992 | $20,300 | — |
| 2023 | $1,199,030 | $886,493 | $115,896 | $19,500 | — |
| 2022 | $1,194,481 | $915,412 | $122,399 | — | $37,303 |