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: DB
- Total Participants: 358
- Total Assets: $99.0M
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 | 358 | $99.0M | $2.8M | $0 |
| 2023 | 355 | $90.5M | $3.1M | $0 |
| 2022 | 401 | $82.8M | $3.5M | $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 |
|---|---|---|---|---|
| ULLICO INVESTMENT ADVISORS INC. | Other Service Provider | $64,211 | — | $64,211 |
| STACEY BRAUN ASSOCIATES, INC | Other Service Provider | $63,220 | — | $63,220 |
| DANIEL H. COOK ASSOCIATES, INC | Other Service Provider | $58,953 | — | $58,953 |
| MARBLE INDUSTRY TRUST FUND | Other Service Provider | $47,100 | — | $47,100 |
| JP MORGAN | Recordkeeper | $39,388 | — | $39,388 |
| SEGAL COMPANY | Other Service Provider | $38,998 | — | $38,998 |
| GOULD KOBRICK AND SCHLAPP P.C. | Auditor | $33,236 | — | $33,236 |
| INTERCONTINENTAL REAL ESTATE CORP | Other Service Provider | $28,647 | — | $28,647 |
| ASB CAPITAL MANAGEMENT | Other Service Provider | $28,539 | — | $28,539 |
| QUAN-VEST CONSULTANTS INC. | Other Service Provider | $28,500 | — | $28,500 |
| BOYD WATTERSON ASSET MANAGEMENT LLC | Other Service Provider | $25,210 | — | $25,210 |
| ENTRUST PARTNERS OFFSHORE LLC | Other Service Provider | $16,124 | — | $16,124 |
| VENABLE LLP | ERISA Attorney | $16,001 | — | $16,001 |
| COLLERAN OHARA & MILLS | ERISA Attorney | $12,031 | — | $12,031 |
| M&T BANK | Recordkeeper | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN — Recordkeeper
- GOULD KOBRICK AND SCHLAPP P.C. — Auditor
- VENABLE LLP — ERISA Attorney
- M&T BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $510,158
- Estimated Expense Ratio: 0.516% 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 | $511,175 | $235,912 | $58,953 | $33,236 | — |
| 2023 | $494,058 | $232,704 | $57,739 | $33,402 | — |
| 2022 | $492,269 | $234,527 | $53,460 | — | $89,202 |