Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Cement And Concrete Workers Dc Pension Fd
- Sponsor EIN: 135629824
- Sponsor Address: 214-38 42ND AVENUE, BAYSIDE, NY, 11361
- Plan Type: DB
- Total Participants: 863
- Total Assets: $745.5M
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 | 863 | $745.5M | $8.8M | $0 |
| 2023 | 977 | $674.1M | $11.4M | $0 |
| 2022 | 997 | $608.2M | $11.5M | $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 |
|---|---|---|---|---|
| ULLICO INVESTMENT ADVISORS INC | NONE | $338,110 | — | $338,110 |
| ATALANTA SOSNOFF CAPITAL LLC | INVESTMENT MANAGER | $272,045 | $17,527 | $289,572 |
| HARDMAN JOHNSTON GLOBAL ADVISORS | NONE | $218,289 | — | $218,289 |
| HORIZON ACTUARIAL SERVICES LLC | NONE | $143,767 | — | $143,767 |
| FENIMORE ASSET MANAGEMENT INC | NONE | $104,999 | — | $104,999 |
| LORD ABBETT & CO LLC | NONE | $90,605 | — | $90,605 |
| GAMCO ASSET MANAGEMENT, INC. | NONE | $86,700 | — | $86,700 |
| PROSKAUER ROSE LLP | NONE | $85,684 | — | $85,684 |
| EAGLE ASSET MANAGEMENT | NONE | $69,169 | — | $69,169 |
| AMALGAMATED BANK | NONE | $62,041 | — | $62,041 |
| LOOMIS SAYLES AND COMPANY, LP | NONE | $49,980 | — | $49,980 |
| SCHULTHEIS & PANETTIERI LLP | NONE | $46,491 | — | $46,491 |
| BASYS | NONE | $38,328 | — | $38,328 |
| REYNOLDS CONSULTING SERVICES LLC | NONE | $31,575 | — | $31,575 |
| GORLICK KRAVITZ & LISTHAUS PC | ATTORNEY | $23,009 | — | $23,009 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PROSKAUER ROSE LLP — NONE
- SCHULTHEIS & PANETTIERI LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,678,319
- Estimated Expense Ratio: 0.225% 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 | $2,632,304 | $1,196,844 | — | $46,491 | — |
| 2023 | $2,817,602 | $1,295,994 | — | $48,635 | — |
| 2022 | $2,176,618 | $848,702 | — | — | $250,253 |