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Original filing (PDF)20251014140636NAL0006225922007
BOARD OF TRUSTEES OF STONE SETTERS
Form 5500
FILING_RECEIVED
STONE SETTERS ANNUITY FUND LOCAL 84
Defined-contribution retirement plan
Signals · 4
51% in single holding~98 bps in Sched C feesNo recordkeeper disclosed12 service providers
Active participants
116
Accounts w/ balance
199
Plan assets (EOY)
$25.9M
Net assets (EOY)
$25.7M
How this plan invests
This plan
4 pooled trusts
Schedule D
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: TROWEL TRADES LARGE CAP EQUITY INDEX FUND (extraction pending)]" is 51% of plan.
- 98 bps in Schedule C fees — 238% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
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
ANNUITY FUND LOCAL 84
EIN
13-6121379
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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
GOULD, KOBRICK, & SCHLAPP, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOULD, KOBRICK, & SCHLAPP, P.C. | 13-3082707 | NEW YORK, NY | UNION ACCOUNTANT | $34K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOLM & OHARA LLP | 13-3591118 | NEW YORK, NY | UNION ATTORNEY | $55K | — |
Other
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STONE SETTERS PENSION FUND LOCAL 84 | 13-6121379 | NEW YORK, NY | RELATED BENEFIT PLAN | $29K | — |
| DANIEL H. COOK ASSOCIATES | 11-2424843 | NEW YORK, NY | NONE | $25K | — |
| INTERCONTINENTAL REAL ESTATE CORP. | 04-2895544 | BOSTON, MA | NONE | $22K | — |
| NEW TOWER TRUST COMPANY | 20-1641876 | BETHESDA, MD | NONE | $18K | — |
| QUAN-VEST CONSULTANTS, INC. | 11-2559669 | MANHASSET, NY | NONE | $16K | — |
| VENABLE LLP | 52-0517250 | NEW YORK, NY | NONE | $13K | — |
| INVESCO TRUST COMPANY | 46-3793325 | HOUSTON, TX | NONE | $12K | — |
| STACEY BRAUN ASSOCIATES | 13-2889432 | NEW YORK, NY | NONE | $10K | — |
| COMERICA BANK | 42-1741646 | DETROIT, MI | NONE | $10K | — |
| HIGHLAND CAPITAL MANAGEMENT, INC | 27-5440911 | MEMPHIS, TN | NONE | $9K | — |
Investments
4 pooled funds· $16.4M(63% of reported assets)
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TROWEL TRADES LARGE CAP EQUITY COMERICA BANK · EIN 38-3558170 / PN 001 | Common Collective Trust | — | — | $8.3M | 31.9% | |
| INVESCO INTERMEDIATE BOND TRUST INVESCO NATIONAL TRUST COMPANY · EIN 91-2136270 / PN 001 | Common Collective Trust | — | — | $4.7M | 18.2% | |
| MULTI-EMPLOYER PROPERTY TRUST NEW TOWER TRUST CO. · EIN 52-6218800 / PN 001 | Common Collective Trust | — | — | $2.0M | 7.7% | |
| INVESCO STABLE VALUE TRUST INVESCO NATIONAL TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.3M | 5.2% |