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 |
|---|---|---|---|---|
| MTDC WELFARE FUND | Other Service Provider | $2,761,391 | — | $2,761,391 |
| EARNEST PARTNERS, LLC | Other Service Provider | $1,216,763 | — | $1,216,763 |
| WILLIAM BLAIR INVESTMENT MGMT, LLC | Other Service Provider | $1,035,087 | — | $1,035,087 |
| ASB CAPITAL MANAGEMENT, LLC | Other Service Provider | $706,174 | — | $706,174 |
| JP MORGAN INVESTMENT MANAGEMENT INC | Recordkeeper | $642,501 | — | $642,501 |
| BOSTON PARTNERS GLOBAL INVESTORS, I | Other Service Provider | $563,755 | — | $563,755 |
| JANUS HENDERSON INVESTORS US LLC | Other Service Provider | $363,470 | — | $363,470 |
| STATE STREET BANK & TRUST COMPANY | Other Service Provider | $326,691 | — | $326,691 |
| LAZARD ASSET MANAGEMENT, LLC | Other Service Provider | $267,038 | — | $267,038 |
| THE SEGAL CO. (EASTERN STATES), INC | Other Service Provider | $211,500 | — | $211,500 |
| POLEN CAPITAL MANAGEMENT, LLC | Other Service Provider | $207,854 | — | $207,854 |
| PROSKAUER ROSE LLP | ERISA Attorney | $167,435 | — | $167,435 |
| GALLAGHER FIDUCIARY ADVISORS LLC | Investment Advisor | $159,192 | — | $159,192 |
| WESTERN ASSET MGMT CO, LLC | Other Service Provider | $136,302 | — | $136,302 |
| SCHULTHEIS & PANETTIERI LLP | Auditor | $74,650 | — | $74,650 |
| SEGAL SELECT INSURANCE SVCS, INC. | Other Service Provider | — | $60,802 | $60,802 |
| TRUE TYPE PRINTING CO, INC. | Other Service Provider | $47,757 | — | $47,757 |
| ISRAEL DISCOUNT BANK | Other Service Provider | $13,360 | — | $13,360 |
| PENSION BENEFIT INFORMATION, LLC | Other Service Provider | $10,000 | — | $10,000 |
| PROXYVOTE PLUS HOLDINGS INC | Other Service Provider | $5,625 | — | $5,625 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN INVESTMENT MANAGEMENT INC — Recordkeeper
- PROSKAUER ROSE LLP — ERISA Attorney
- GALLAGHER FIDUCIARY ADVISORS LLC — Investment Advisor
- SCHULTHEIS & PANETTIERI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,977,347
- Estimated Expense Ratio: 0.460% 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 |