Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Masters Mates & Pilots Adjustable Pension Pla
- Sponsor EIN: 371719247
- Sponsor Address: 700 MARITIME BOULEVARD, SUITE A, LINTHICUM HEIGHTS, MD, 210901996
- Plan Type: DB
- Total Participants: 953
- Total Assets: $102.9M
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 | 953 | $102.9M | $9.5M | $0 |
| 2023 | 919 | $89.6M | $9.0M | $0 |
| 2022 | 893 | $75.0M | $8.4M | $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 |
|---|---|---|---|---|
| THE SEGAL COMPANY | Other Service Provider | $85,040 | — | $85,040 |
| SLEVIN & HART P.C. | ERISA Attorney | $66,999 | — | $66,999 |
| AMERICAN REALTY ADVISORS | Other Service Provider | $59,760 | — | $59,760 |
| IOMM&P | Other Service Provider | $46,992 | — | $46,992 |
| IFM INVESTORS PTY LTD. | Other Service Provider | — | $44,206 | $44,206 |
| LOOMIS SAYLES TRUST COMPANY | Other Service Provider | $43,557 | — | $43,557 |
| GORFINE, SCHILLER & GARDYN PA | Auditor | $25,799 | — | $25,799 |
| MARINER INSTITUTIONAL LLC | Other Service Provider | $25,000 | — | $25,000 |
| PATRICK MCCULLOUGH | Recordkeeper | $16,957 | — | $16,957 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $16,550 | — | $16,550 |
| KEN RYAN | Recordkeeper | $13,665 | — | $13,665 |
| NORTHERN TRUST ASSET MANAGEMENT | Other Service Provider | $12,226 | — | $12,226 |
| MICHAEL MCCULLOUGH | Recordkeeper | $10,322 | — | $10,322 |
| B.I.C.C | Other Service Provider | $10,175 | — | $10,175 |
| JOSEPH GIUSTO | Recordkeeper | $8,542 | — | $8,542 |
| DAVID ROMANO | Recordkeeper | $8,236 | — | $8,236 |
| PAULA PHILLIPS | Recordkeeper | $8,003 | — | $8,003 |
| SHAWNA THORNTON | Recordkeeper | $7,723 | — | $7,723 |
| ANN MARIE MCCULLOUGH | Recordkeeper | $7,145 | — | $7,145 |
| DEBRA CAVEY | Recordkeeper | $6,347 | — | $6,347 |
| MARCIA FAWTHROP | Recordkeeper | $6,163 | — | $6,163 |
| ALFRED MANZO | Recordkeeper | $5,875 | — | $5,875 |
| JESSICA CHADWELL | Recordkeeper | $5,493 | — | $5,493 |
| ALICE ANDRZEJEWSKI | Recordkeeper | $5,184 | — | $5,184 |
| INVESTMENT PERFORMANCE SERVICES LLC | Other Service Provider | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLEVIN & HART P.C. — ERISA Attorney
- GORFINE, SCHILLER & GARDYN PA — Auditor
- PATRICK MCCULLOUGH — Recordkeeper
- KEN RYAN — Recordkeeper
- MICHAEL MCCULLOUGH — Recordkeeper
- JOSEPH GIUSTO — Recordkeeper
- DAVID ROMANO — Recordkeeper
- PAULA PHILLIPS — Recordkeeper
- SHAWNA THORNTON — Recordkeeper
- ANN MARIE MCCULLOUGH — Recordkeeper
- DEBRA CAVEY — Recordkeeper
- MARCIA FAWTHROP — Recordkeeper
- ALFRED MANZO — Recordkeeper
- JESSICA CHADWELL — Recordkeeper
- ALICE ANDRZEJEWSKI — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $550,959
- Estimated Expense Ratio: 0.535% 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 | $746,496 | $162,093 | — | $25,799 | — |
| 2023 | $669,796 | $153,451 | — | $19,000 | — |
| 2022 | $649,501 | $163,797 | — | — | $131,826 |