# Board Of Trustees, Cement Masons Southern California DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-cement-masons-southern-california-plan-002

> Board Of Trustees, Cement Masons Southern California's DC plan: 5,831 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:** 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](https://planprovider.pro/provider/milliman) — NONE

- [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:** $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|

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