Plan Snapshot
- Plan Sponsor: Apprentice And Journeyman Training Fund Of Sheet Metal Workers Local
- Sponsor EIN: 431043501
- Sponsor Address: 9703 E 53RD ST, RAYTOWN, MO, 641332238
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,334
- Total Assets: $2.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,334 | $2.2M | $0 | $0 |
| 2024 | 1,322 | $2.0M | $2.6M | $0 |
| 2023 | 1,207 | $1.6M | $1.7M | $0 |
| 2022 | 1,114 | $1.9M | $1.6M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| NOVAK BIRKS, P.C. | Auditor | $20,215 | — | $20,215 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,215
- Estimated Expense Ratio: 0.913% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $2,522,350 | $9,423 | — | $20,215 | — |
| 2024 | $1,773,518 | $6,304 | — | $29,635 | — |
| 2023 | $1,668,326 | $7,665 | — | $26,485 | — |
| 2022 | $1,446,798 | — | — | — | $35,100 |