Plan Snapshot
- Plan Sponsor: Trustees Of The Cement Masons Union Local 592 Pension Plan
- Sponsor EIN: 231972409
- Sponsor Address: 7821 BARTRAM AVENUE, SUITE 102, PHILADELPHIA, PA, 191533233
- Plan Type: DB
- Plan Number: 001
- Total Participants: 395
- Total Assets: $138.8M
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 | 395 | $138.8M | $11.2M | $0 |
| 2023 | 384 | $133.9M | $11.4M | $0 |
| 2022 | 394 | $129.4M | $11.7M | $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 |
|---|---|---|---|---|
| INTERCONTINENTAL R/E CORP | Other Service Provider | $137,600 | — | $137,600 |
| THE LOOMIS, SAYLERS & CO., LP | Other Service Provider | $118,017 | — | $118,017 |
| INVESTMENT PERFORMANCE SERVICES LLC | Other Service Provider | $108,033 | — | $108,033 |
| NOVAK FRANCELLA, LLC | Auditor | $99,572 | — | $99,572 |
| HARDMAN JOHNSTON GLOBAL ADVISORS | Other Service Provider | $98,741 | — | $98,741 |
| JOE MOSKAUSKI | Other Service Provider | $89,119 | — | $89,119 |
| RAE GROUP LLC | Other Service Provider | $82,172 | — | $82,172 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $74,710 | — | $74,710 |
| JOANN PROCOPIO | Other Service Provider | $43,525 | — | $43,525 |
| WELLS FARGO | Other Service Provider | $39,576 | — | $39,576 |
| MWM LAW, LLC | Other Service Provider | $36,925 | — | $36,925 |
| SUSANIN, WIDMAN & BRENNAN, P.C. | Other Service Provider | $34,726 | — | $34,726 |
| CLARE CREIGHTON | Other Service Provider | $32,873 | — | $32,873 |
| CHARTWELL INVESTMENT PARTNERS, LP | Other Service Provider | $30,656 | — | $30,656 |
| LAUREN MARCHIANO | Other Service Provider | $28,792 | — | $28,792 |
| ASB CAPITAL MANAGEMENT, LLC | Other Service Provider | $25,319 | — | $25,319 |
| CHEVY CHASE TRUST COMPANY | Other Service Provider | $25,319 | — | $25,319 |
| WELLINGTON TRUST, CO. | Other Service Provider | $20,249 | — | $20,249 |
| NORTHERN TRUST CORPORATION | Other Service Provider | $17,688 | — | $17,688 |
| OLD GLORY ASSET MANAGEMENT, LLC | Other Service Provider | $17,492 | — | $17,492 |
| FOUNDRY PARTNERS LLC | Other Service Provider | $7,925 | $9,257 | $17,182 |
| XPAN LAW PARTNERS LLC | Other Service Provider | $15,609 | — | $15,609 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,193,895
- Estimated Expense Ratio: 0.860% 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 | $1,386,204 | $613,038 | — | $53,705 | — |
| 2023 | $1,268,906 | $588,137 | — | $43,300 | — |
| 2022 | $1,278,867 | $608,370 | — | — | $236,839 |