# Board Of Trustees Of Stone Setters DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-stone-setters-plan-002

> Board Of Trustees Of Stone Setters's DC plan: 116 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:** 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.](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:** $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|

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