Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Mason Tenders District Council Welfare Fund
- Sponsor EIN: 135537605
- Sponsor Address: 520 EIGHTH AVENUE, SUITE 600, NEW YORK, NY, 100184196
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 7,983
- Total Assets: $570.4M
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 | 7,983 | $570.4M | $186.8M | $36.6M |
| 2023 | 7,790 | $560.4M | $191.6M | $34.3M |
| 2022 | 7,350 | $517.7M | $194.6M | $30.6M |
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 |
|---|---|---|---|---|
| AETNA LIFE INS. CO. | Other Service Provider | $4,875,335 | $3,890,970 | $8,766,305 |
| SCHULTHEIS & PANETTIERI, LLP | Auditor | $1,756,534 | — | $1,756,534 |
| PROSKAUER ROSE LLP | Other Service Provider | $553,976 | — | $553,976 |
| THE SEGAL CO. (EASTERN STATES), INC | Other Service Provider | $460,591 | — | $460,591 |
| GUTSIN, ANNA | Other Service Provider | $332,807 | — | $332,807 |
| JANUS HENDERSON INVESTORS US LLC. | Other Service Provider | $321,899 | — | $321,899 |
| GORLICK KRAVITZ & LISTHAUS P.C. | ERISA Attorney | $230,170 | — | $230,170 |
| MAHADEO, VICKRAM | Other Service Provider | $193,387 | — | $193,387 |
| WESTERN ASSET MGMT CO. LLC | Other Service Provider | $177,616 | — | $177,616 |
| GIAMMONA, DOMINICK | Other Service Provider | $143,983 | — | $143,983 |
| YANKILEVICH, OLGA | Other Service Provider | $130,742 | — | $130,742 |
| ALLIED SYSTEM INTEGRATORS INC. | Other Service Provider | $124,784 | — | $124,784 |
| MORALES, DAVID | Other Service Provider | $120,601 | — | $120,601 |
| STATE STREET BANK & TRUST COMPANY | Other Service Provider | $105,808 | — | $105,808 |
| CARUANA, CARLO | Other Service Provider | $98,462 | — | $98,462 |
| SINGH, ISHRY | Other Service Provider | $98,067 | — | $98,067 |
| TRUE TYPE PRINTING COMPANY, INC. | Other Service Provider | $87,479 | — | $87,479 |
| MD BUILDING SERVICES | Other Service Provider | $78,091 | — | $78,091 |
| CURATOLO, ANTHONY | Other Service Provider | $77,847 | — | $77,847 |
| SALCEDO, ALEXANDRA | Other Service Provider | $74,325 | — | $74,325 |
| RODRIGUEZ, GUILLERMO | Other Service Provider | $73,321 | — | $73,321 |
| PEREZ (MIRANDA), YNDHIRA | Other Service Provider | $70,270 | — | $70,270 |
| DISPIGNA, MARK A | Other Service Provider | $63,327 | — | $63,327 |
| MOTIERAM, DEVI | Other Service Provider | $62,258 | — | $62,258 |
| ROSARIO, MARIA | Other Service Provider | $60,753 | — | $60,753 |
| PEREZ, XIOMARA | Other Service Provider | $58,746 | — | $58,746 |
| GALLAGHER FIDUCIARY ADVISORS, LLC. | Investment Advisor | $58,565 | — | $58,565 |
| MOROZ, DOMINIKA | Other Service Provider | $58,478 | — | $58,478 |
| GIRALDO-ROBINSON, MONICA | Other Service Provider | $56,005 | — | $56,005 |
| WILLIAM BLAIR INVESTMENT MGMT, LLC. | Other Service Provider | $54,117 | — | $54,117 |
| SANTOS, CARMEN M | Other Service Provider | $53,438 | — | $53,438 |
| SALAS, TATIANA | Other Service Provider | $51,177 | — | $51,177 |
| RODRIGUEZ-PADIN, MARISOL | Other Service Provider | $49,392 | — | $49,392 |
| SCOUT INVESTMENTS, INC | Other Service Provider | $48,296 | — | $48,296 |
| CHANLATTE, GRECIA | Other Service Provider | $46,887 | — | $46,887 |
| HERNANDEZ, HECTOR M. | Other Service Provider | $45,796 | — | $45,796 |
| NIEMIEC, MATEUSZ | Other Service Provider | $45,289 | — | $45,289 |
| ANDINO, JENNIFER | Other Service Provider | $43,788 | — | $43,788 |
| RAMIREZ, JANNI | Other Service Provider | $42,031 | — | $42,031 |
| VELEZ, JAYLA | Other Service Provider | $42,031 | — | $42,031 |
| ROSARIO, BENJAMIN | Other Service Provider | $40,015 | — | $40,015 |
| STATE STREET GLOBAL ADVISORS TRUST | Other Service Provider | $39,898 | — | $39,898 |
| LUCAS, MARTHA C. | Other Service Provider | $39,000 | — | $39,000 |
| ADP | Other Service Provider | $33,488 | — | $33,488 |
| IRON MOUNTAIN INC | Other Service Provider | $30,745 | — | $30,745 |
| BICC SYSTEMS, INC. | Other Service Provider | $29,144 | — | $29,144 |
| TEANECK BUSINESS ASSOCIATES INC. | Other Service Provider | $28,744 | — | $28,744 |
| MICHAEL JAMES INDUSTRIES, INC. | Other Service Provider | $27,454 | — | $27,454 |
| ROBERT M. CHEVERIE & ASSOCIATES, PC | Other Service Provider | $26,200 | — | $26,200 |
| UNITED PRINT GROUP INC. | Other Service Provider | $25,473 | — | $25,473 |
| SEGAL SELECT INSURANCE SERVICES INC | Other Service Provider | — | $23,776 | $23,776 |
| COMPUTER RESOURCE GROUP | Other Service Provider | $16,016 | — | $16,016 |
| PREMIER TECHNOLOGY SOLUTIONS INC. | Other Service Provider | $14,950 | — | $14,950 |
| AMALGAMATED EMPLOYEE BENEFIT ADMIN | Other Service Provider | $13,608 | — | $13,608 |
| ARTHUR J. GALLAGHER RISK MANAGEMENT | Other Service Provider | $11,932 | — | $11,932 |
| FILCO CARTING CORP. | Other Service Provider | $11,678 | — | $11,678 |
| VIRGA, JOHN | Other Service Provider | $8,939 | — | $8,939 |
| AVITAR SOLUTIONS, INC. | Other Service Provider | $8,546 | — | $8,546 |
| DAVIS VISION INC. | Other Service Provider | $8,106 | — | $8,106 |
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: $15,455,151
- Estimated Expense Ratio: 2.709% 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 | $5,199,135 | $705,773 | — | $67,500 | — |
| 2023 | $5,417,107 | $654,083 | — | $65,000 | — |
| 2022 | $4,142,390 | $753,018 | — | — | $1,053,661 |