Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Marble
- Sponsor EIN: 132967109
- Sponsor Address: 1040 AVENUE OF THE AMERICAS 24TH FL, NEW YORK, NY, 10018
- Plan Type: DC
- Total Participants: 279
- Total Assets: $88.0M
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 | 279 | $88.0M | $2.8M | $0 |
| 2023 | 311 | $87.0M | $2.7M | $0 |
| 2022 | 362 | $86.1M | $3.4M | $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 |
|---|---|---|---|---|
| INVESCO NATIONAL TRUST COMPANY | Other Service Provider | $74,983 | — | $74,983 |
| ULLICO INVESTMENT ADVISORS INC. | Other Service Provider | $64,211 | — | $64,211 |
| JP MORGAN INVESTMENT MANAGEMENT INC | Recordkeeper | $45,605 | — | $45,605 |
| MARBLE INDUSTRY TRUST FUND | Other Service Provider | $45,001 | — | $45,001 |
| PRINCIPAL LIFE INSURANCE COMPANY | Other Service Provider | $40,306 | — | $40,306 |
| DANIEL H. COOK ASSOCIATES, INC. | Other Service Provider | $40,023 | — | $40,023 |
| QUAN-VEST CONSULTANTS INC | Other Service Provider | $39,000 | — | $39,000 |
| NEW TOWER TRUST COMPANY | Other Service Provider | $36,492 | — | $36,492 |
| INTERCONTINENTAL REAL ESTATE CORP | Other Service Provider | $29,885 | — | $29,885 |
| GOULD KOBRICK & SCHLAPP, PC | Auditor | $21,095 | — | $21,095 |
| BOYD WATTERSON ASSET MANAGEMENT LLC | Other Service Provider | $20,169 | — | $20,169 |
| VENABLE LLP | ERISA Attorney | $16,022 | — | $16,022 |
| COLLERAN OHARA & MILLS | ERISA Attorney | $12,035 | — | $12,035 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN INVESTMENT MANAGEMENT INC — Recordkeeper
- GOULD KOBRICK & SCHLAPP, PC — Auditor
- VENABLE LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $484,827
- Estimated Expense Ratio: 0.551% 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 | $279,000 | $114,490 | $42,023 | $21,095 | — |
| 2023 | $264,854 | $112,290 | $39,324 | $21,308 | — |
| 2022 | $263,084 | $112,066 | $32,599 | — | $42,366 |