Stone Setters Annuity Fund Local 84
Sponsored by Board Of Trustees Of Stone Setters · EIN 136121379 · Plan #002
- Total assets
- $25.9M
- Net assets
- $25.7M
- Active participants
- 116
- With balances
- 199
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Stacey Braun Associates Inc CRD 105056 | deterministic · 100% | 2024 |
| Highland Capital Management, Llc CRD 104842 | deterministic · 100% | 2024 |
| Quan Vest Consultants Inc CRD 104714 | fuzzy_auto · 98% | 2024 |
| Intercontinental Real Estate Corporation CRD 112332 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Holm & Ohara Llp | Legal | $55,408 |
| Gould, Kobrick, & Schlapp, P.C. | Accounting | $34,275 |
| Stone Setters Pension Fund Local 84 | Recordkeeping | $28,818 |
| Daniel H. Cook Associates | Contract administrator | $25,260 |
| Intercontinental Real Estate Corp. | Investment management, Custodial (securities) | $22,341 |
| New Tower Trust Company | Investment management, Custodial (securities) | $18,275 |
| Quan Vest Consultants, Inc. | Investment advisory (plan) | $16,413 |
| Venable Llp | Legal | $12,700 |
| Invesco Trust Company | Investment management, Custodial (securities) | $11,606 |
| Stacey Braun Associates | Investment management | $10,436 |
| Comerica Bank | Other investment fees and expenses | $10,039 |
| Highland Capital Management, Inc | Investment management | $8,643 |