Plan Snapshot
- Plan Sponsor: Board Of Trustees Mason Tenders' Training Fund
- Sponsor EIN: 133458660
- Sponsor Address: 42-53 21ST STREET, LONG ISLAND CITY, NY, 11101
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 9,376
- Total Assets: $46.7M
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 | 9,376 | $46.7M | $2.3M | $0 |
| 2023 | 9,788 | $50.9M | $697,711 | $0 |
| 2022 | 9,741 | $55.2M | $702,191 | $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 |
|---|---|---|---|---|
| COLLINS BUILDING SERVICES, INC. | Other Service Provider | $286,851 | — | $286,851 |
| WARRINGTON, TIMOTHY | Other Service Provider | $283,316 | — | $283,316 |
| WEBB, WENDY | Other Service Provider | $203,493 | — | $203,493 |
| MARS, DOROTA A | Other Service Provider | $201,948 | — | $201,948 |
| MELTON, DAVID | Other Service Provider | $190,724 | — | $190,724 |
| CLARITY TESTING SERVICES, INC. | Other Service Provider | $173,369 | — | $173,369 |
| RODRIGUEZ, APRIL | Other Service Provider | $151,657 | — | $151,657 |
| AUGUSTYNOWICZ, PAWEL | Other Service Provider | $148,888 | — | $148,888 |
| HOLMBERG,ERICA | Other Service Provider | $139,666 | — | $139,666 |
| FLOREZ, RUBEN D | Other Service Provider | $135,988 | — | $135,988 |
| FOWLER, JAMAL S | Other Service Provider | $134,629 | — | $134,629 |
| CULPEPPER, CHRISTINE | Other Service Provider | $134,393 | — | $134,393 |
| CZAJKOWSKI, ROBERT M | Other Service Provider | $131,172 | — | $131,172 |
| ROSERO, CAROLINA | Other Service Provider | $128,866 | — | $128,866 |
| STRACHAN, MESHACH | Other Service Provider | $127,129 | — | $127,129 |
| GHIETTI, ALEJANDRO H | Other Service Provider | $126,880 | — | $126,880 |
| SAMANIEGO, DARWIN F | Other Service Provider | $123,360 | — | $123,360 |
| COLON, MARIBEL | Other Service Provider | $123,100 | — | $123,100 |
| WILSON, DELROY R | Other Service Provider | $103,041 | — | $103,041 |
| CORDOVA, MARIA H | Other Service Provider | $99,842 | — | $99,842 |
| ALLIED SYSTEM INTEGRATORS, INC | Other Service Provider | $96,524 | — | $96,524 |
| GALAZKA, ZYGMUNT | Other Service Provider | $89,718 | — | $89,718 |
| RESTREPO, MONICA | Other Service Provider | $82,301 | — | $82,301 |
| COSTA, LEONARDO | Other Service Provider | $81,676 | — | $81,676 |
| MORALES, YASMIN | Other Service Provider | $75,023 | — | $75,023 |
| BAZYLCZYK-BIELUCH, ANNA | Other Service Provider | $73,152 | — | $73,152 |
| CHROSTOWSKI, EMILIA | Other Service Provider | $69,972 | — | $69,972 |
| CHANLATTE, MASSIEL | Other Service Provider | $62,590 | — | $62,590 |
| TULLY, PAUL F | Other Service Provider | $57,568 | — | $57,568 |
| CORONA, MARIA M | Other Service Provider | $55,661 | — | $55,661 |
| SUAREZ, NILDA | Other Service Provider | $52,799 | — | $52,799 |
| SCHULTHEIS & PANETTIERI LLP | Auditor | $50,465 | — | $50,465 |
| TAVERAS, BRIAN | Other Service Provider | $48,089 | — | $48,089 |
| PROSKAUER ROSE LLP | ERISA Attorney | $37,476 | $6,633 | $44,109 |
| AINSWORTH, INC. | Other Service Provider | $30,760 | — | $30,760 |
| HICKS, PAUL E | Other Service Provider | $29,543 | — | $29,543 |
| FORBES, ISAIAH I | Other Service Provider | $29,340 | — | $29,340 |
| SILVA, ROSA E | Other Service Provider | $29,263 | — | $29,263 |
| ARISTILDE, DAVE | Other Service Provider | $29,034 | — | $29,034 |
| DASNEY, ESTHER | Other Service Provider | $28,458 | — | $28,458 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $25,000 | — | $25,000 |
| NYC TRANSIT SERVICES | Other Service Provider | $20,608 | — | $20,608 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | Investment Advisor | $19,625 | — | $19,625 |
| PAYCHEX | Other Service Provider | $17,393 | — | $17,393 |
| HEALTHCOR CORPORATE MEDICAL SERVICE | Other Service Provider | $15,800 | — | $15,800 |
| INTERNATIONAL SCHOLARSHIP & TUITION | Other Service Provider | $13,000 | — | $13,000 |
| CITIBANK | Other Service Provider | $8,318 | — | $8,318 |
| BRISCOE PROTECTIVE, LLC | Other Service Provider | $8,100 | — | $8,100 |
| SCHINDLER ELEVATOR CORPORATION | Other Service Provider | $6,653 | — | $6,653 |
| ATLANTIC TOMORROWS OFFICE | Other Service Provider | $6,334 | — | $6,334 |
| AVITAR SOLUTIONS, INC. | Other Service Provider | $6,125 | — | $6,125 |
| ACTION CARTING ENVIRONMENTAL SVC | Other Service Provider | $5,585 | — | $5,585 |
| QS2, INC. | Other Service Provider | $5,050 | — | $5,050 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHULTHEIS & PANETTIERI LLP — Auditor
- GALLAGHER FIDUCIARY ADVISORS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,421,948
- Estimated Expense Ratio: 9.478% 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 | $1,417,534 | $44,625 | — | $47,000 | — |
| 2023 | $1,409,738 | $43,500 | — | $45,000 | — |
| 2022 | $1,307,008 | $43,500 | — | — | $87,879 |