Original filing (PDF)20250411212507NAL0039320416001

BOARD OF TRUSTEES, SAN DIEGO COUNTY CEMENT MASONS

Name: BOARD OF TRUSTEES, SAN DIEGO COUNTY CEMENT MASONS — SAN DIEGO COUNTY CEMENT MASONS PENSION PLAN, Form 5500 (2023)
Creator: BOARD OF TRUSTEES, SAN DIEGO COUNTY CEMENT MASONS

Form 5500

FILING_RECEIVED

SAN DIEGO COUNTY CEMENT MASONS PENSION PLAN

Defined-benefit pension plan

Signals · 3

~132 bps in Sched C feesNo recordkeeper disclosed8 service providers

Active participants

360

Accounts w/ balance

Plan assets (EOY)

$37.8M

Net assets (EOY)

$36.8M

How this plan invests

This plan

5 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, SAN DIEGO COUNTY CEMENT MASONS.

Plan sponsor

Name

BOARD OF TRUSTEES, SAN DIEGO COUNTY CEMENT MASONS

DBA

PENSION PLAN

EIN

95-6267660

Address

5417 N PECK RD · ARCADIA, CA · 91006

Phone

(626) 444-4600

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-11

Pension benefit codes

1B · Flat-dollar DB formula

Audit & trust (Schedule H)

Auditor

MILLER KAPLAN ARASE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

8 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
ZENITH AMERICAN SOLUTIONS	52-1590516	—	NONE	$166K	—
RAEL & LETSON	94-1701048	—	NONE	$109K	—
VERUS	91-1320111	—	NONE	$83K	—
KENNEDY LAW FIRM	82-4975249	—	NONE	$57K	—
WASHINGTON CAPITAL	91-1042342	—	NONE	$42K	—
MILLER KAPLAN ARASE LLP	95-2036255	—

Investments

5 pooled funds· $11.7M(31% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

103-12 Investment Entity

$6.6M

2 holdings

Common Collective Trust

$5.0M

3 holdings

Investment	Type	Current value	% of plan
WA CAPITAL MORTGAGE INCOME FUND WASHINGTON CAPITAL MANAGEMENT, INC. · EIN 91-1163419 / PN 001	103-12 Investment Entity	$4.6M	12.0%
AFL CIO STOCK INDEX FUND

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