MARBLE INDUSTRY ANNUITY TRUST FUND · NEW YORK, NY · plan year 2024
Reported admin expense ratio · 2024
0.32%
Peer grade: B· admin costs + employer contributions vs same-size plans · how grading works
Board of Trustees of Marble reported $279,000 in plan administrative expenses for 2024: 0.32% of average plan assets, higher than ~75% of peers. Employer contributions averaged $10,180 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio rose from 0.29% to 0.32%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 888th-largest of 5,648 plans among New York employers on file, and the 1,104th of 4,798 in finance & insurance. active participation has shrunk from 362 to 279 since 2022.
Plan summary
Net assets, end of year$87,900,743
Participants with balances531
Active participants279
Employer contributions$2,840,340
Employee contributions—
Employer contribution per active participant$10,180
Average account balance$165,538
Benefits paid to participants$7,861,327
Plan auditUnmodified (clean) audit opinion
AuditorGOULD KOBRICK & SCHLAPP P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$87.9M · 531 accts · $2.8M emplr
2023$86.8M · 594 accts · $2.7M emplr
2022$85.9M · 632 accts · $3.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,023
Investment management$114,490
Audit (IQPA)$21,095
Total administrative$279,000
Employer contributions to the Board of Trustees of Marble plan · 2024
Employer contribution per active participant$10,180
Median for plans this size$3,635
2024$10,180 per active participant
2023$8,831 per active participant
2022$9,279 per active participant
Board of Trustees of Marble's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
What these fees cost you
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Service providers · 202412
MARBLE INDUSTRY TRUST FUND · Recordkeeping$45,001
DANIEL H. COOK ASSOCIATES, INC. · Contract administrator · Plan administrator$40,023
INVESCO NATIONAL TRUST COMPANY · Investment management$74,983
ULLICO INVESTMENT ADVISORS INC. · Investment management$64,211
Source: U.S. Department of Labor, Form 5500 series, EIN 132967109 ·
Verify on EFAST2 ·
Amounts are as reported by the plan sponsor for the plan year shown.