Stone And Marble Masons Of Metropolitan Washington D.C. Annuity Fund
Sponsored by Board Of Trustees, Stone & Marble Masons Of Metro Wash D.C. Annuity Fu · EIN 526117940 · Plan #002
- Total assets
- $974K
- Net assets
- $971K
- Active participants
- 340
- With balances
- 340
Plan year beginning 07/01/2024 · Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Carday Associates | Plan administrator, Direct payment from the plan | $24,720 |
| Novak Francella, Llc | Accounting, Direct payment from the plan | $9,500 |
| Investment Performance Services | Investment management, Investment management fees (direct) | $9,375 |