# Trustees Of The Cement Masons Union Local 592 Pension Plan DB Plan
Source: https://planprovider.pro/companies/trustees-of-the-cement-masons-union-local-592-pension-plan-231972409-001

> Trustees Of The Cement Masons Union Local 592 Pension Plan's DB plan: 395 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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