# Trustees Of The Marble,Tile And Terrazzo Workers DC Plan
Source: https://planprovider.pro/companies/trustees-of-the-marble-tile-and-terrazzo-workers-plan

> Trustees Of The Marble,Tile And Terrazzo Workers&#39;s DC plan: 707 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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