Plan Snapshot
- Plan Sponsor: Board Of Trustees - Marc Pension Plan
- Sponsor EIN: 526051388
- Sponsor Address: 6710 OXON HILL ROAD, SUITE 450, OXON HILL, MD, 207451195
- Plan Type: DB
- Total Participants: 2,637
- Total Assets: $574.6M
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 | 2,637 | $574.6M | $27.5M | $0 |
| 2023 | 3,948 | $556.7M | $23.5M | $0 |
| 2022 | 4,071 | $554.0M | $29.1M | $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 |
|---|---|---|---|---|
| BLACKSTONE | NONE | $1,389,926 | — | $1,389,926 |
| EASTERN ATLANTIC STATES CARPENTERS | NONE | $377,484 | — | $377,484 |
| SIERRA INVESTMENT PARTNERS | NONE | $355,784 | — | $355,784 |
| GREAT LAKES ADVISORS | NONE | $258,244 | — | $258,244 |
| ZENITH | NONE | $215,690 | — | $215,690 |
| INVESTMENT PERFORMANCE SERVICES | NONE | $172,500 | — | $172,500 |
| U.S. REAL ESTATE INVESTMENT FUND LL | NONE | $169,790 | — | $169,790 |
| FOUNDRY PARTNERS, LLC | NONE | $136,328 | — | $136,328 |
| ASB CAPITAL | NONE | $130,273 | — | $130,273 |
| HARDMAN JOHNSTON | NONE | $110,117 | — | $110,117 |
| SEGALL BRYANT & HAMILL | NONE | $101,333 | — | $101,333 |
| O'DONOGHUE & O'DONOGHUE | NONE | $93,935 | — | $93,935 |
| SEGAL & COMPANY | NONE | $92,853 | — | $92,853 |
| CALIBRE CPA GROUP, PLLC. | NONE | $85,741 | — | $85,741 |
| WEDGE CAPITAL MANAGEMENT L.L.P. | NONE | $62,412 | — | $62,412 |
| BRIDGEWAY BENEFIT TECHNOLOGIES, LLC | NONE | $54,205 | — | $54,205 |
| CHARTWELL INVESTMENT PARTNERS | NONE | $50,255 | — | $50,255 |
| LSV ASSET MANAGEMENT | NONE | $42,339 | — | $42,339 |
| CHEVY CHASE TRUST COMPANY | NONE | $22,899 | — | $22,899 |
| SEGAL SELECT INSURANCE | NONE | — | $16,576 | $16,576 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EASTERN ATLANTIC STATES CARPENTERS — NONE
- CALIBRE CPA GROUP, PLLC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,938,684
- Estimated Expense Ratio: 0.685% 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 | $4,384,959 | $3,013,948 | $215,690 | $85,741 | — |
| 2023 | $3,604,685 | $1,637,613 | $828,276 | $38,489 | — |
| 2022 | $3,559,608 | $1,706,945 | $984,561 | — | $370,271 |