Plan Snapshot
- Plan Sponsor: Stone And Marble Masons Of Metro Washing Fd
- Sponsor EIN: 526038514
- Sponsor Address: 7130 COLUMBIA GATEWAY DR. SUITE A, COLUMBIA, MD, 21046
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 197
- Total Assets: $11.0M
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 | 197 | $11.0M | $2.5M | $229,803 |
| 2023 | 201 | $10.8M | $2.8M | $215,953 |
| 2022 | 204 | $10.6M | $2.9M | $216,178 |
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 |
|---|---|---|---|---|
| CARDAY ASSOCIATES, INC. | Other Service Provider | $189,649 | — | $189,649 |
| BOLTON PARTNERS, INC. | Other Service Provider | $30,000 | — | $30,000 |
| MOONEY, GREEN, SAINDON, MURPHY, & | Other Service Provider | $21,871 | — | $21,871 |
| SEGAL BRYANT & HAMILL LLC | Other Service Provider | $14,871 | — | $14,871 |
| NOVAK FRANCELLA, LLC | Auditor | $14,459 | — | $14,459 |
| CAREFIRST BLUE CROSS BLUE SHIELD | Other Service Provider | $14,456 | — | $14,456 |
| NCAS | Other Service Provider | $8,649 | — | $8,649 |
| AMERICAN HEALTH HOLDING, INC. | Other Service Provider | $8,609 | — | $8,609 |
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: $302,564
- Estimated Expense Ratio: 2.751% 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 | $379,057 | $17,855 | $189,649 | $13,829 | — |
| 2023 | $405,478 | $25,904 | $180,368 | $12,000 | — |
| 2022 | $340,366 | $22,315 | $178,226 | — | $80,655 |