# Board Of Trustees Of Stone Setters DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-stone-setters-plan-001

> Board Of Trustees Of Stone Setters's DB plan: 88 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 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|UNION ATTORNEY|$81,593|—|$81,593|

| THE SEGAL COMPANY|NONE|$42,895|—|$42,895|

| GOULD KOBRICK & SCHLAPP PC|UNION ACCOUNTANT|$31,775|—|$31,775|

| INTERCONTINENTAL REAL ESTATE CORP.|NONE|$25,640|—|$25,640|

| QUAN-VEST CONSULT INC|NONE|$24,447|—|$24,447|

| DANIEL H. COOK ASSOCIATES INC.|NONE|$22,680|—|$22,680|

| NEW TOWER TRUST COMPANY|NONE|$22,290|—|$22,290|

| KOBGO ASSOCIATES|NONE|$17,680|—|$17,680|

| VENABLE LLP|NONE|$12,700|—|$12,700|

| AFL-CIO HOUSING INV|NONE|$7,750|—|$7,750|

### Verified Provider Profiles

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

- [GOULD KOBRICK & SCHLAPP PC](https://planprovider.pro/provider/gould-kobrick-and-schlapp-pc) — UNION ACCOUNTANT

- [VENABLE LLP](https://planprovider.pro/provider/venable-llp) — NONE

## 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|

## Similar Plans

- [Bd Of Tr Of The Pension And Annuity Plan Of Bricklayers Pension Fund](https://planprovider.pro/companies/bd-of-tr-of-the-pension-and-annuity-plan-of-bricklayers-pension-fund-plan) — 917 participants

- [Board Of Trustees Bricklayers Supplemental Annuity Fund](https://planprovider.pro/companies/board-of-trustees-bricklayers-supplemental-annuity-fund-plan) — 1,211 participants

- [Board Of Trustees Bac Local 3 Ny Individual Account Retirement Fund](https://planprovider.pro/companies/board-of-trustees-bac-local-3-ny-individual-account-retirement-fund-plan) — 3,146 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-stone-setters-plan-001)

© 2026 PlanProvider.Pro