# Board Of Trustees Of The Cement And Concrete Workers Dc Pension Fd DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-cement-and-concrete-workers-dc-pension-fund-plan

> Board Of Trustees Of The Cement And Concrete Workers Dc Pension Fd's DB plan: 863 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/proskauer-rose-llp) — NONE

- [SCHULTHEIS & PANETTIERI LLP](https://planprovider.pro/provider/schultheis-and-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|

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