BRAD Wilhelm signed Board of Trustees, Cement Masons Local No. 524 Pension Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees, Cement Masons Local No. 524 Pension Plan's EIN is 31-0235930.
Download the official 2024 Form 5500 (PDF) for Board of Trustees, Cement Masons Local No. 524 Pension Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER WEALTH ADVISORS, LLC | 80-0861455 | INDEPENDENCE, OH | NONE | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CUNI RUST & STRENK | 31-1227755 | CINCINNATI, OH |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm Mutual fund | Common Collective Trusts | — | $1.0M | $1.9M | 48.9% | |
| Baird Short Term Bond Inst Mutual fund | Other securities | — | $684K | $675K | 17.2% | |
| Dodge Cox Income Mutual fund | Mutual Funds | — | $750K | $668K | 17.1% | |
| Vanguard Tot Int St Inx Adm Mutual fund | Mutual Funds | — | $328K | $404K | 10.3% | |
| Money Market Funds * First Amer Govt Oblig Fund Class Y Money market fund | Cash / Money Market | — | $31K | $31K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $46K |
| — |
| LEDBETTER PARTNERS | 03-0599899 | CINCINNATI, OH | NONE | $32K | — |
| UMR | 39-1995276 | INDIANAPOLIS, IN | NONE | $26K | — |
| DGPERRY, PLLC | 83-3033790 | CANFIELD, OH | NONE | $13K | — |
| U.S. BANK NATIONAL ASSOCIATION | 31-0841368 | MINNEAPOLIS, MN | NONE | $10K | — |
| SEGAL SELECT INSURANCE | 46-0614919 | NEW YORK, NY | NONE | $8K | — |
