Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Stone Setters
- Sponsor EIN: 136121373
- Sponsor Address: 1040 AVENUE OF THE AMERICAS, NEW YORK, NY, 10018
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 50
- Total Assets: $431,132
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 | 50 | $431,132 | $1.3M | $0 |
| 2023 | 69 | $573,928 | $1.7M | $0 |
| 2022 | 78 | $536,638 | $1.5M | $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 |
|---|---|---|---|---|
| STONE SETTERS PENSION FUND LOCAL 84 | Other Service Provider | $14,279 | — | $14,279 |
| DANIEL H. COOK ASSOCIATES INC. | Other Service Provider | $9,420 | — | $9,420 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,699
- Estimated Expense Ratio: 5.497% 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 | $1,359,610 | — | — | — | — |
| 2023 | $1,723,444 | — | — | — | — |
| 2022 | $1,536,018 | — | — | — | — |