Plan Snapshot
- Plan Sponsor: Board Of Trustees Mason Tenders District Council Pension Fund
- Sponsor EIN: 136190433
- Sponsor Address: 520 EIGHTH AVENUE, SUITE 600, NEW YORK, NY, 100184196
- Plan Type: DB
- Total Participants: 8,766
- Total Assets: $2.0B
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 | 8,766 | $2.0B | $84.3M | $0 |
| 2023 | 9,056 | $1.8B | $86.2M | $0 |
| 2022 | 8,895 | $1.7B | $85.9M | $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 | $67,500 | — | $67,500 |
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: $67,500
- Estimated Expense Ratio: 0.003% 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 | $10,842,475 | $6,173,736 | — | $67,500 | — |
| 2023 | $10,521,955 | $6,032,163 | — | $65,000 | — |
| 2022 | $10,467,993 | $6,283,286 | — | — | $1,122,945 |