# Bd Of Trustees Of The Smw Annuity Fund DC Plan
Source: https://planprovider.pro/companies/bd-of-trustees-of-the-smw-annuity-fund-232245696-001

> Bd Of Trustees Of The Smw Annuity Fund's DC plan: 3,255 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Trustees Of The Smw Annuity Fund

- **Sponsor EIN:** 232245696

- **Sponsor Address:** 1301 S. COLUMBUS BLVD. 1ST FLOOR, PHILADELPHIA, PA, 191475505

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 3,255

- **Total Assets:** $474.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3,255|$474.1M|$23.8M|$0|

| 2023|2,850|$455.5M|$21.1M|$0|

| 2022|2,783|$407.8M|$19.9M|$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|

| EMPOWER|Recordkeeper|$311,162|—|$311,162|

| SHEET METAL WORKERS LOC #19 PENSION|Other Service Provider|$234,455|—|$234,455|

| INVESTMENT PERFORMANCE SERVICES,|Other Service Provider|$82,500|—|$82,500|

| NOVAK FRANCELLA, LLC|Auditor|$24,100|—|$24,100|

| SPEAR WILDERMAN|Other Service Provider|$18,179|—|$18,179|

| SUSANIN, WIDMAN & BRENNAN|Other Service Provider|$16,890|—|$16,890|

| TD BANK, NA|Other Service Provider|$7,186|—|$7,186|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EMPOWER](https://planprovider.pro/provider/empower) — Recordkeeper

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $694,472

- **Estimated Expense Ratio:** 0.146% 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|

| 2024|$720,711|$82,500|$311,162|$24,100|—|

| 2023|$440,348|$82,500|—|$24,900|—|

| 2022|$395,004|$82,500|—|—|$57,479|

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