Plan Snapshot
- Plan Sponsor: Board Of Trustees - Colorado Cement Masons Pension Trust Fund
- Sponsor EIN: 846094010
- Sponsor Address: 2300 BUENA VISTA SE, SUITE 127, ALBURQUERQUE, NM, 87106
- Plan Type: DB
- Total Participants: 145
- Total Assets: $6.9M
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 | 145 | $6.9M | $0 | $0 |
| 2023 | 30 | $6.2M | $0 | $0 |
| 2022 | 30 | $6.4M | $299,680 | $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 |
|---|---|---|---|---|
| NEEDLES & ASSOCIATES, LLC | Auditor | $26,525 | — | $26,525 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NEEDLES & ASSOCIATES, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,525
- Estimated Expense Ratio: 0.384% 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 | $202,061 | $28,805 | $30,000 | $26,525 | — |
| 2023 | $218,308 | $29,272 | $30,000 | — | $95,296 |
| 2022 | $150,636 | $32,997 | $30,000 | — | $56,633 |