# Board Of Trustees Of Marble DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-marble-plan-075

> Board Of Trustees Of Marble's DB plan: 358 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.|NONE|$64,211|—|$64,211|

| STACEY BRAUN ASSOCIATES, INC|NONE|$63,220|—|$63,220|

| DANIEL H. COOK ASSOCIATES, INC|NONE|$58,953|—|$58,953|

| MARBLE INDUSTRY TRUST FUND|RELATED BENEFIT PLAN|$47,100|—|$47,100|

| JP MORGAN|NONE|$39,388|—|$39,388|

| SEGAL COMPANY|NONE|$38,998|—|$38,998|

| GOULD KOBRICK AND SCHLAPP P.C.|NONE|$33,236|—|$33,236|

| INTERCONTINENTAL REAL ESTATE CORP|NONE|$28,647|—|$28,647|

| ASB CAPITAL MANAGEMENT|NONE|$28,539|—|$28,539|

| QUAN-VEST CONSULTANTS INC.|NONE|$28,500|—|$28,500|

| BOYD WATTERSON ASSET MANAGEMENT LLC|NONE|$25,210|—|$25,210|

| ENTRUST PARTNERS OFFSHORE LLC|NONE|$16,124|—|$16,124|

| VENABLE LLP|UNION ATTORNEY|$16,001|—|$16,001|

| COLLERAN OHARA & MILLS|UNION ATTORNEY|$12,031|—|$12,031|

| M&T BANK|NONE|$10,000|—|$10,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JP MORGAN](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [GOULD KOBRICK AND SCHLAPP P.C.](https://planprovider.pro/provider/gould-kobrick-and-schlapp-pc) — NONE

- [VENABLE LLP](https://planprovider.pro/provider/venable-llp) — UNION ATTORNEY

- [M&T BANK](https://planprovider.pro/provider/trustage) — NONE

## 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|

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