# Board Of Trustees - Marc Pension Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-marc-pension-plan-plan

> Board Of Trustees - Marc Pension Plan's DB plan: 2,637 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/employee-fiduciary) — NONE

- [CALIBRE CPA GROUP, PLLC.](https://planprovider.pro/provider/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|

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