# Bd Of Trustees Sheet Metal Workers Local 218 (C) Pension Plan DB Plan
Source: https://planprovider.pro/companies/bd-of-trustees-sheet-metal-workers-local-218-c-pension-plan-plan

> Bd Of Trustees Sheet Metal Workers Local 218 (C) Pension Plan's DB plan: 125 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Trustees Sheet Metal Workers Local 218 (C) Pension Plan

- **Sponsor EIN:** 376083535

- **Sponsor Address:** 13801 RIVERPORT DRIVE SUITE 401, MARYLAND HEIGHTS, MO, 630434828

- **Plan Type:** DB

- **Total Participants:** 125

- **Total Assets:** $67.5M

## 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.|

| 2024|125|$67.5M|$2.6M|$0|

| 2023|127|$61.6M|$2.2M|$0|

| 2022|135|$56.2M|$2.5M|$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|

| SEGAL COMPANY|NONE|$50,348|—|$50,348|

| BENESYS, INC.|NONE|$37,724|—|$37,724|

| US BANK NATIONAL ASSOCIATION|NONE|$25,697|—|$25,697|

| CALIBRE CPA GROUP, PLLC|NONE|$18,500|—|$18,500|

| MARQUETTE & ASSOCIATES|NONE|$16,875|—|$16,875|

| BAUM SIGMAN ET AL|NONE|$16,061|—|$16,061|

| AMALGAMATED BANK|NONE|$12,764|—|$12,764|

### Verified Provider Profiles

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

- [US BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — NONE

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $177,969

- **Estimated Expense Ratio:** 0.264% 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|$321,383|$128,002|$37,724|$18,500|—|

| 2023|$283,310|$89,159|$35,420|$18,000|—|

| 2022|$314,110|$138,642|$37,021|—|$83,963|

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