Steven T. Schlapp CPA signed Board of Trustees of Marble's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Board of Trustees of Marble's EIN is 13-2967109.
Download the official 2024 Form 5500 (PDF) for Board of Trustees of Marble from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Board of Trustees of Marble's plan includes money-purchase contributions.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | DES MOINES, IA | NONE | $40K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $80.7M | 91.6% | |
| ASB LABOR EQUITY INDEX FUND CHEVY CHASE TRUST COMPANY · EIN 27-3350609 / PN 010 | Common Collective Trust | — | — | $28.7M | 32.6% | |
| INVESCO INTERMEDIATE BOND TRUST INVESCO NATIONAL TRUST COMPANY · EIN 91-2136270 / PN 001 | Common Collective Trust | — | — | $17.3M | 19.6% | |
| COMMINGLED PENSION TRUST CORE BOND JPMORGAN CHASE BANK · EIN 20-3847783 / PN 001 | Common Collective Trust | — | — | $15.5M | 17.6% | |
| INVESCO STABLE VALUE TRUST INVESCO NATIONAL TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $8.5M | 9.7% | |
| ULLICO INFRASTRUCTURE TAX EXEMPT FU ULLICO INVESTMENT ADVISORS, INC. · EIN 90-0622302 / PN 001 | 103-12 Investment Entity | — | — | $4.1M | 4.7% | |
| MULTI-EMPLOYER PROPERTY TRUST NEWTOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | — | — | $4.0M | 4.6% | |
| PRIN U.S. PROPERTY SA-PGI3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $2.5M | 2.9% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| ULLICO INVESTMENT ADVISORS INC. | 52-6435649 | SILVER SPRING, MD | NONE | $64K | — |
| JP MORGAN INVESTMENT MANAGEMENT INC | 13-3200244 | JERSEY CITY, NJ | NONE | $46K | — |
| BOYD WATTERSON ASSET MANAGEMENT LLC | 34-1922005 | CLEVELAND, OH | NONE | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VENABLE LLP | 52-0517250 | NEW YORK, NY | UNION ATTORNEY | $16K | — |
| COLLERAN OHARA & MILLS | 11-2940050 | GARDEN CITY, NY | UNION ATTORNEY | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INVESCO NATIONAL TRUST COMPANY | 46-3793325 | HOUSTON, TX | NONE | $75K | — |
| MARBLE INDUSTRY TRUST FUND | 13-6118206 | NEW YORK, NY | RELATED BENEFIT PLAN | $45K | — |
| DANIEL H. COOK ASSOCIATES, INC. | 11-2424843 | NEW YORK, NY | NONE | $40K | — |
| QUAN-VEST CONSULTANTS INC | 11-2559669 | MANHASSET, NY | NONE | $39K | — |
| NEW TOWER TRUST COMPANY | 30-0872552 | BETHESDA, MD | NONE | $36K | — |
| INTERCONTINENTAL REAL ESTATE CORP | 04-2895544 | BOSTON, MA | NONE | $30K | — |
| GOULD KOBRICK & SCHLAPP, PC | 13-3082707 | NEW YORK, NY | NONE | $21K | — |
