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

> Board Of Trustees Mason Tenders District Council Pension Fund's DB plan: 8,766 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## 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|TRUST FUND|$2,761,391|—|$2,761,391|

| EARNEST PARTNERS, LLC|NONE|$1,216,763|—|$1,216,763|

| WILLIAM BLAIR INVESTMENT MGMT, LLC|NONE|$1,035,087|—|$1,035,087|

| ASB CAPITAL MANAGEMENT, LLC|NONE|$706,174|—|$706,174|

| JP MORGAN INVESTMENT MANAGEMENT INC|NONE|$642,501|—|$642,501|

| BOSTON PARTNERS GLOBAL INVESTORS, I|NONE|$563,755|—|$563,755|

| JANUS HENDERSON INVESTORS US LLC|NONE|$363,470|—|$363,470|

| STATE STREET BANK & TRUST COMPANY|NONE|$326,691|—|$326,691|

| LAZARD ASSET MANAGEMENT, LLC|NONE|$267,038|—|$267,038|

| THE SEGAL CO. (EASTERN STATES), INC|NONE|$211,500|—|$211,500|

| POLEN CAPITAL MANAGEMENT, LLC|NONE|$207,854|—|$207,854|

| PROSKAUER ROSE LLP|NONE|$167,435|—|$167,435|

| GALLAGHER FIDUCIARY ADVISORS LLC|NONE|$159,192|—|$159,192|

| WESTERN ASSET MGMT CO, LLC|NONE|$136,302|—|$136,302|

| SCHULTHEIS & PANETTIERI LLP|AUDITOR|$74,650|—|$74,650|

| SEGAL SELECT INSURANCE SVCS, INC.|NONE|—|$60,802|$60,802|

| TRUE TYPE PRINTING CO, INC.|NONE|$47,757|—|$47,757|

| ISRAEL DISCOUNT BANK|NONE|$13,360|—|$13,360|

| PENSION BENEFIT INFORMATION, LLC|NONE|$10,000|—|$10,000|

| PROXYVOTE PLUS HOLDINGS INC|NONE|$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](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [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:** $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|

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