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Original filing (PDF)20260311131507NAL0005314736001
BOARD OF TRUSTEES, CEMENT MASONS LOCAL NO. 524 PENSION PLAN
Form 5500
FILING_RECEIVED
CEMENT MASONS LOCAL NO. 524 PENSION PLAN
Defined-benefit pension plan
Signals · 3
52% in single holding~394 bps in Sched C fees7 service providers
Active participants
74
Accounts w/ balance
—
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.8M
How this plan invests
This plan
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Mkt Idx Adm Mutual fund" is 52% of plan.
- 394 bps in Schedule C fees — 658% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, CEMENT MASONS LOCAL NO. 524 PENSION PLAN.
Plan sponsor
Name
BOARD OF TRUSTEES, CEMENT MASONS LOCAL NO. 524 PENSION PLAN
EIN
31-0235930
Address
7440 WOODLAND DRIVE · INDIANAPOLIS, IN · 46278
Phone
(317) 610-8229
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-11
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
DGPERRY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CUNI RUST & STRENK | 31-1227755 | CINCINNATI, OH | NONE | $46K | — |
| LEDBETTER PARTNERS | 03-0599899 | CINCINNATI, OH | NONE | $32K | — |
| UMR | 39-1995276 | INDIANAPOLIS, IN | NONE | $26K | — |
| MARINER WEALTH ADVISORS, LLC | 80-0861455 | INDEPENDENCE, OH | NONE | $20K | — |
| 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 | — |
Investments
5 direct securities· $3.7M(94% of reported assets)
Uncategorized
$3.3M
4 holdings
Mutual Funds
$404K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm Mutual fund | — | — | $1.0M | $1.9M | 48.9% | |
| Baird Short Term Bond Inst Mutual fund | — | — | $684K | $675K | 17.2% | |
| Dodge Cox Income Mutual fund | — | — | $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 | — | — | $31K | $31K | 0.8% |