Plan Snapshot
- Plan Sponsor: Trustees Of The Marble,Tile And Terrazzo Workers
- Sponsor EIN: 521610630
- Sponsor Address: 305 COMPTON AVENUE, LAUREL, MD, 207074385
- Plan Type: DC
- Total Participants: 707
- Total Assets: $9.8M
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 | 707 | $9.8M | $714,146 | $0 |
| 2023 | 478 | $9.2M | $587,586 | $0 |
| 2022 | 464 | $8.5M | $646,665 | $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 |
|---|---|---|---|---|
| BEACON ADMINISTRATORS & CONSULTANTS | NONE | $78,029 | — | $78,029 |
| NOVAK FRANCELLA LLC | NONE | $25,720 | — | $25,720 |
| O'DONOGHUE & O'DONOGHUE | NONE | $15,233 | — | $15,233 |
| HARDMAN JOHNSTON GLOBAL ADVISORS | NONE | $14,506 | — | $14,506 |
| INVESTMENT PERFORMANCE SERVICES LLC | NONE | $8,500 | — | $8,500 |
| CHARTWELL INVESTMENT PARTNERS | NONE | $7,591 | — | $7,591 |
| ASB CAPITAL | NONE | $5,241 | — | $5,241 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $154,820
- Estimated Expense Ratio: 1.578% 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 | $169,551 | $35,838 | $78,029 | $18,829 | — |
| 2023 | $168,810 | $36,141 | $58,760 | $31,508 | — |
| 2022 | $120,046 | $35,048 | $43,432 | — | $36,143 |