Plan Snapshot
- Plan Sponsor: Isc Plasterers & Cement Masons Pension Fund
- Sponsor EIN: 356244876
- Sponsor Address: 8150 MADISON AVENUE, INDIANAPOLIS, IN, 46227
- Plan Type: DC
- Total Participants: 1,877
- Total Assets: $349.0M
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 | 1,877 | $349.0M | $17.0M | $0 |
| 2023 | 1,910 | $321.1M | $15.8M | $0 |
| 2022 | 1,127 | $289.8M | $13.3M | $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 |
|---|---|---|---|---|
| J.P. MORGAN INVESTMENT MGMT. INC | Recordkeeper | $1,468,693 | $2,337,292 | $3,805,985 |
| ARNOLD & KADJAN | Other Service Provider | $88,020 | $96,269 | $184,289 |
| MARK MCCLESKEY | Recordkeeper | — | $77,500 | $77,500 |
| EAGAN & ASSOCIATES | Other Service Provider | $68,207 | — | $68,207 |
| INNOVATIVE SOFTWARE SOLUTIONS | Other Service Provider | $6,315 | $54,215 | $60,530 |
| CAPTRUST | Investment Advisor | $57,500 | — | $57,500 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | — | $45,541 | $45,541 |
| JACOB SWITZER | Other Service Provider | — | $42,404 | $42,404 |
| RICHARD J WOLF | Other Service Provider | $11,489 | $30,741 | $42,230 |
| JOSH TODD | Other Service Provider | — | $36,288 | $36,288 |
| L. M. HENDERSON & COMPANY, LLP | Other Service Provider | $32,300 | — | $32,300 |
| LISA WILDE | Other Service Provider | — | $28,163 | $28,163 |
| MIDWEST PRESORT SOLUTIONS | Other Service Provider | $6,494 | $11,352 | $17,846 |
| WINCHESTER PROPERTIES | Other Service Provider | — | $10,638 | $10,638 |
| HUNTS INSURANCE | Other Service Provider | — | $9,306 | $9,306 |
| VIRTUAL INNOVATION | Other Service Provider | — | $8,520 | $8,520 |
| EMPLOYEE FRINGES AUDIT COMPANY | Recordkeeper | $6,300 | — | $6,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- J.P. MORGAN INVESTMENT MGMT. INC — Recordkeeper
- CAPTRUST — Investment Advisor
- EMPLOYEE FRINGES AUDIT COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,533,547
- Estimated Expense Ratio: 1.299% 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 | $4,535,726 | $3,627,933 | $68,207 | $35,059 | — |
| 2023 | $3,596,664 | $2,723,560 | $116,490 | — | — |
| 2022 | $2,049,993 | $1,622,843 | $140,735 | — | $191,477 |