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

> Bd Of Trustees Of The Smw Annuity Fund's DC plan: 3,255 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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

- **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.|

| 2025|3,255|$474.1M|$0|$0|

| 2024|2,850|$455.5M|$0|$0|

| 2023|2,783|$407.8M|$0|$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 FRANCELLA, LLC|Auditor|$24,100|—|$24,100|

### Verified Provider Profiles

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

- [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:** $24,100

- **Estimated Expense Ratio:** 0.005% 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|$720,711|$82,500|$311,162|$24,100|—|

| 2024|$440,348|$82,500|—|$24,900|—|

| 2023|$395,004|$82,500|—|—|$57,479|

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