# Cement Masons Local 780 Pension Fund DB Plan
Source: https://planprovider.pro/companies/cement-masons-local-780-pension-fund-plan

> Cement Masons Local 780 Pension Fund's DB plan: 397 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cement Masons Local 780 Pension Fund

- **Sponsor EIN:** 131626710

- **Sponsor Address:** 1406 BLONDELL AVE, 2ND FLOOR, BRONX, NY, 104612623

- **Plan Type:** DB

- **Total Participants:** 397

- **Total Assets:** $175.6M

## 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|397|$175.6M|$4.5M|$0|

| 2023|424|$162.4M|$4.9M|$0|

| 2022|410|$146.9M|$5.2M|$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|

| BOYD WATTERSON ASSET MANAGEMENT|NONE|$275,864|—|$275,864|

| ULLICO INVESTMENT ADVISORS INC.|NONE|$144,918|—|$144,918|

| POLEN CAPITAL MANAGEMENT|NONE|$59,047|—|$59,047|

| FIRST ACTUARIAL CONSULTING INC.|NONE|$47,225|—|$47,225|

| CONGRESS ASSET MANAGEMENT|NONE|$39,142|$4,635|$43,777|

| FITZSIMMONS ABRAMS, LLP|NONE|$40,600|—|$40,600|

| PROSKAUER ROSE LLP|NONE|$35,201|—|$35,201|

| AMALGAMATED BANK|NONE|$30,257|$815|$31,072|

| NEW TOWER TRUST COMPANY|NONE|$30,510|—|$30,510|

| REYNOLDS CONSULTING SERVICES LLC|NONE|$26,522|—|$26,522|

| CRESCENT CAPITAL HIGH INCOME FUND|NONE|$25,407|—|$25,407|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FITZSIMMONS ABRAMS, LLP](https://planprovider.pro/provider/fitzsimmons-abrams-llp) — NONE

- [PROSKAUER ROSE LLP](https://planprovider.pro/provider/proskauer-rose-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $760,143

- **Estimated Expense Ratio:** 0.433% 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|$1,110,821|$738,713|—|$40,600|—|

| 2023|$1,147,443|$751,324|—|$40,600|—|

| 2022|$1,167,664|$780,968|—|—|$254,209|

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