Plan Snapshot
- Plan Sponsor: Trustee Pension Plan Of The Stone Masons No 3 Pension Fund
- Sponsor EIN: 236395483
- Sponsor Address: 530 BEAR TAVERN RD, WEST TRENTON, NJ, 086280230
- Plan Type: DB
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $238,121 | $0 |
| 2022 | 87 | $14.1M | $631,372 | $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 |
|---|---|---|---|---|
| SEI INVESTMENTS | Other Service Provider | $30,590 | — | $30,590 |
| MAZARS USA LLP | Other Service Provider | $28,000 | — | $28,000 |
| I E SHAFFER & CO | Other Service Provider | $18,064 | — | $18,064 |
| CBIZ RETIREMENT SERVICES | Other Service Provider | $12,725 | — | $12,725 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,379
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 |
|---|---|---|---|---|---|
| 2023 | $103,478 | $30,590 | $19,467 | $28,000 | — |
| 2022 | $196,742 | $60,265 | $45,515 | — | $66,365 |