# Apprentice And Journeyman Training Fund Of Sheet Metal Workers Local Health & Welfare Plan
Source: https://planprovider.pro/companies/apprentice-and-journeyman-training-fund-of-sheet-metal-workers-local-431043501-501

> Apprentice And Journeyman Training Fund Of Sheet Metal Workers Local's Health & Welfare plan: 1,334 participants, plan year 2025 financials, providers, and b…

Form 5500 filing data for plan year 2025.

## 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|

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