# Board Of Trustees Mason Tenders District Council Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-mason-tenders-district-council-annuity-fund-plan

> Board Of Trustees Mason Tenders District Council Annuity Fund's DC plan: 11,080 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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|

| MTDC WELFARE FUND|AFFILIATE|$2,957,198|—|$2,957,198|

| INVESCO TRUST COMPANY|NONE|$362,644|—|$362,644|

| WESTERN ASSET MGMT. CO, LLC|NONE|$259,751|—|$259,751|

| LAZARD ASSET MANAGEMENT, LLC|NONE|$218,265|—|$218,265|

| POLEN CAPITAL MANAGEMENT, LLC|NONE|$152,565|—|$152,565|

| STATE STREET BANK & TRUST COMPANY|NONE|$119,954|—|$119,954|

| PROSKAUER ROSE LLP|NONE|$98,915|—|$98,915|

| JANUS HENDERSON INVESTORS US LLC|NONE|$97,203|—|$97,203|

| GALLAGHER FIDUCIARY ADVISORS, LLC|NONE|$86,040|—|$86,040|

| WILLIAM BLAIR INVESTMENT MGMT, LLC|NONE|$83,221|—|$83,221|

| THE SEGAL CO. (EASTERN STATES), INC|NONE|$81,517|—|$81,517|

| REAMS ASSET MANAGEMENT CO. LLC|NONE|$66,989|—|$66,989|

| SCHULTHEIS & PANETTIERI, LLP|AUDITOR|$65,450|—|$65,450|

| SEGAL SELECT INSURANCE SVCS, INC.|NONE|—|$31,891|$31,891|

| TRUE TYPE PRINTING COMPANY, INC.|NONE|$22,482|—|$22,482|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PROSKAUER ROSE LLP](https://planprovider.pro/provider/proskauer-rose-llp) — NONE

- [GALLAGHER FIDUCIARY ADVISORS, LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — NONE

- [SCHULTHEIS & PANETTIERI, LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $4,704,085

- **Estimated Expense Ratio:** 0.498% 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-mason-tenders-district-council-annuity-fund-plan)

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