# Board Of Trustees, Stone & Marble Masons Of Metro Wash D.C. Annuity Fu DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-stone-marble-masons-of-metro-wash-d-c-annuity-fu-plan

> Board Of Trustees, Stone & Marble Masons Of Metro Wash D.C. Annuity Fu's DC plan: 307 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-stone-marble-masons-of-metro-wash-d-c-annuity-fu-plan)

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