Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Stone Setters
- Sponsor EIN: 136121379
- Sponsor Address: 1040 AVENUE OF THE AMERICAS, NEW YORK, NY, 10018
- Plan Type: DB
- Total Participants: 88
- Total Assets: $40.4M
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 | 88 | $40.4M | $1.3M | $0 |
| 2023 | 105 | $37.2M | $1.7M | $0 |
| 2022 | 106 | $34.1M | $1.4M | $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 |
|---|---|---|---|---|
| HOLM & OHARA LLP | ERISA Attorney | $81,593 | — | $81,593 |
| THE SEGAL COMPANY | Other Service Provider | $42,895 | — | $42,895 |
| GOULD KOBRICK & SCHLAPP PC | Auditor | $31,775 | — | $31,775 |
| INTERCONTINENTAL REAL ESTATE CORP. | Other Service Provider | $25,640 | — | $25,640 |
| QUAN-VEST CONSULT INC | Other Service Provider | $24,447 | — | $24,447 |
| DANIEL H. COOK ASSOCIATES INC. | Other Service Provider | $22,680 | — | $22,680 |
| NEW TOWER TRUST COMPANY | Other Service Provider | $22,290 | — | $22,290 |
| KOBGO ASSOCIATES | Other Service Provider | $17,680 | — | $17,680 |
| VENABLE LLP | ERISA Attorney | $12,700 | — | $12,700 |
| AFL-CIO HOUSING INV | Other Service Provider | $7,750 | — | $7,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $289,450
- Estimated Expense Ratio: 0.716% 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 | $316,947 | $57,841 | $22,680 | $31,775 | — |
| 2023 | $314,150 | $65,127 | $22,680 | $30,700 | — |
| 2022 | $339,372 | $77,829 | $22,680 | — | $175,589 |