Plan Snapshot
- Plan Sponsor: Board Of Trustees, Washington Dc Cement Masons' Pension Trust Fund
- Sponsor EIN: 526134655
- Sponsor Address: 7130 COLUMBIA GATEWAY DRIVE, COLUMBIA, MD, 210469978
- Plan Type: DB
- Total Participants: 162
- Total Assets: $26.5M
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 | 162 | $26.5M | $1.4M | $0 |
| 2023 | 160 | $25.6M | $1.1M | $0 |
| 2022 | 181 | $25.2M | $1.2M | $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 |
|---|---|---|---|---|
| CARDAY ASSOCIATES INC. | NONE | $78,216 | — | $78,216 |
| BOLTON PARTNERS, INC. | NONE | $55,767 | — | $55,767 |
| MORGAN STANLEY | NONE | $44,838 | — | $44,838 |
| NOVAK FRANCELLA, LLC | NONE | $31,518 | — | $31,518 |
| DLA PIPER LLP | NONE | $21,181 | — | $21,181 |
| CORRY CAPITAL ADVISORS, LLC | NONE | $19,288 | — | $19,288 |
| ASB CAPITAL MANAGEMENT LLC | NONE | — | $8,971 | $8,971 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — NONE
- NOVAK FRANCELLA, LLC — NONE
- DLA PIPER LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $259,779
- Estimated Expense Ratio: 0.980% 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 | $317,564 | $67,718 | $78,216 | $30,500 | — |
| 2023 | $470,061 | $106,560 | $79,602 | $28,000 | — |
| 2022 | $374,318 | $123,879 | $73,430 | — | $139,032 |