# Bd Of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/bd-of-trustees-sheet-metal-workers-local-union-no-12-annuity-fund-plan

> Bd Of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund's DC plan: 991 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bd Of Trustees Sheet Metal Workers Local Union No. 12 Annuity Fund

- **Sponsor EIN:** 251478389

- **Sponsor Address:** 5 HOT METAL STREET, PITTSBURGH, PA, 15203

- **Plan Type:** DC

- **Total Participants:** 991

- **Total Assets:** $112.2M

## 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.|

| 2024|991|$112.2M|$5.9M|$0|

| 2023|973|$99.3M|$4.6M|$0|

| 2022|980|$87.7M|$3.9M|$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|

| NEWPORT GROUP, INC.|NONE|$167,311|—|$167,311|

| CENTRAL DATA SERVICES|NONE|$57,300|—|$57,300|

| MARINER INSTITUTIONAL, LLC|NONE|$40,000|—|$40,000|

| DICLAUDIO & KRAMER, LLC|NONE|$16,535|—|$16,535|

| JUBELIRER PASS & INTRIERI, P.C.|NONE|$13,438|—|$13,438|

### Verified Provider Profiles

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

- [DICLAUDIO & KRAMER, LLC](https://planprovider.pro/provider/diclaudio-and-kramer-llc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $294,584

- **Estimated Expense Ratio:** 0.263% 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|$334,277|$40,000|$57,300|$16,535|—|

| 2023|$284,939|$40,000|$54,571|$16,037|—|

| 2022|$287,854|$176,354|$52,982|—|$32,878|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bd-of-trustees-sheet-metal-workers-local-union-no-12-annuity-fund-plan)

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