Plan Snapshot
- Plan Sponsor: Board Of Trustees, Stone & Marble Masons Of Metro Wash D.C. Annuity Fu
- Sponsor EIN: 526117940
- Sponsor Address: 7130 COLUMBIA GATEWAY DRIVE SUITE A, COLUMBIA, MD, 210469942
- Plan Type: DC
- Total Participants: 307
- Total Assets: $516,142
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 | 307 | $516,142 | $0 | $0 |
| 2023 | 271 | $227,650 | $0 | $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 |
|---|---|---|---|---|
| NOVAK FRANCELLA, LLC | Auditor | $17,400 | — | $17,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,400
- Estimated Expense Ratio: 3.371% 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 | $56,860 | $7,500 | $24,714 | $17,400 | — |
| 2023 | $47,480 | $7,500 | $25,310 | — | $11,048 |