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: DC
- Total Participants: 116
- Total Assets: $25.9M
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 | 116 | $25.9M | $1.5M | $0 |
| 2023 | 126 | $27.0M | $1.8M | $0 |
| 2022 | 128 | $25.8M | $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 |
|---|---|---|---|---|
| HOLM & OHARA LLP | UNION ATTORNEY | $55,408 | — | $55,408 |
| GOULD, KOBRICK, & SCHLAPP, P.C. | UNION ACCOUNTANT | $34,275 | — | $34,275 |
| STONE SETTERS PENSION FUND LOCAL 84 | RELATED BENEFIT PLAN | $28,818 | — | $28,818 |
| DANIEL H. COOK ASSOCIATES | NONE | $25,260 | — | $25,260 |
| INTERCONTINENTAL REAL ESTATE CORP. | NONE | $22,341 | — | $22,341 |
| NEW TOWER TRUST COMPANY | NONE | $18,275 | — | $18,275 |
| QUAN-VEST CONSULTANTS, INC. | NONE | $16,413 | — | $16,413 |
| VENABLE LLP | NONE | $12,700 | — | $12,700 |
| INVESCO TRUST COMPANY | NONE | $11,606 | — | $11,606 |
| STACEY BRAUN ASSOCIATES | NONE | $10,436 | — | $10,436 |
| COMERICA BANK | NONE | $10,039 | — | $10,039 |
| HIGHLAND CAPITAL MANAGEMENT, INC | NONE | $8,643 | — | $8,643 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GOULD, KOBRICK, & SCHLAPP, P.C. — UNION ACCOUNTANT
- VENABLE LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $254,214
- Estimated Expense Ratio: 0.980% 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 | $263,945 | $68,056 | $25,260 | $34,275 | — |
| 2023 | $269,607 | $77,804 | $25,260 | $35,238 | — |
| 2022 | $258,534 | $90,873 | $25,260 | — | $88,151 |