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Original filing (PDF)20251014140636NAL0006225922009

BOARD OF TRUSTEES OF STONE SETTERS

Form 5500
FILING_RECEIVED
STONE SETTERS VACATION FUND LOCAL 84
Health & welfare plan
Active participants
50
Accounts w/ balance
Plan assets (EOY)
Net assets (EOY)
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES OF STONE SETTERS.
Plan sponsor
Name
BOARD OF TRUSTEES OF STONE SETTERS
DBA
VACATION FUND LOCAL 84
EIN
13-6121373
Address
1040 AVENUE OF THE AMERICAS · 24TH FL · NEW YORK, NY · 10018
Phone
(212) 505-5050
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4Q · Other
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
STONE SETTERS PENSION FUND LOCAL 8413-6121379NEW YORK, NYRELATED BENEFIT PLAN$14K
DANIEL H. COOK ASSOCIATES INC.11-2424843NEW YORK, NYNONE$9K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.