Plan Snapshot
- Plan Sponsor: Board Of Trustees Mason Tenders District Council Annuity Fund
- Sponsor EIN: 136358540
- Sponsor Address: 520 EIGHTH AVENUE, SUITE 600, NEW YORK, NY, 100184196
- Plan Type: DC
- Total Participants: 11,080
- Total Assets: $944.3M
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 | 11,080 | $944.3M | $89.6M | $0 |
| 2023 | 11,824 | $913.0M | $91.2M | $0 |
| 2022 | 11,237 | $836.9M | $91.8M | $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 |
|---|---|---|---|---|
| SCHULTHEIS & PANETTIERI, LLP | Auditor | $62,000 | — | $62,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTHEIS & PANETTIERI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,000
- Estimated Expense Ratio: 0.007% 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 | $4,847,346 | $1,326,678 | — | $62,000 | — |
| 2023 | $4,779,797 | $1,344,390 | — | $59,300 | — |
| 2022 | $4,492,639 | $1,418,369 | — | — | $901,423 |