Plan Snapshot
- Plan Sponsor: Cement Masons Local Union No. 179 Pension Plan Board Of Trustees
- Sponsor EIN: 346752566
- Sponsor Address: 3660 STUTZ DRIVE, CANFIELD, OH, 444068149
- Plan Type: DB
- Plan Number: 001
- Total Participants: 59
- Total Assets: $18.0M
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 | 59 | $18.0M | $461,151 | $0 |
| 2023 | 64 | $17.7M | $478,278 | $0 |
| 2022 | 64 | $16.9M | $478,395 | $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 |
|---|---|---|---|---|
| ACRISURE | Other Service Provider | $32,064 | — | $32,064 |
| BENESYS | Other Service Provider | $24,159 | — | $24,159 |
| AMERICAN REALTY ADVISORS | Other Service Provider | $17,478 | — | $17,478 |
| ALLOTA FARLEY CO., LPA | Other Service Provider | $17,294 | — | $17,294 |
| MARINER WEALTH ADVISORS, LLC | Other Service Provider | $17,000 | — | $17,000 |
| SEGAL SELECT | Other Service Provider | $6,651 | — | $6,651 |
| FIFTH THIRD BANK | Other Service Provider | $6,143 | — | $6,143 |
| DGPERRY | Auditor | $6,070 | — | $6,070 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DGPERRY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $126,859
- Estimated Expense Ratio: 0.704% 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 | $136,739 | $40,620 | $24,159 | $6,070 | — |
| 2023 | $137,589 | $41,707 | $23,604 | $10,075 | — |
| 2022 | $134,495 | $44,529 | $23,148 | — | $47,849 |