Plan Snapshot
- Plan Sponsor: Bd Of Trustees Sheet Metal Workers' National Pension Fund
- Sponsor EIN: 526112463
- Sponsor Address: 3180 FAIRVIEW PARK DRIVE, FALLS CHURCH, VA, 220424583
- Plan Type: DB
- Total Participants: 66,166
- Total Assets: $8.9B
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 | 66,166 | $8.9B | $667.4M | $0 |
| 2023 | 63,530 | $8.3B | $631.4M | $0 |
| 2022 | 61,272 | $7.2B | $603.6M | $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 |
|---|---|---|---|---|
| CALIBRE CPA GROUP PLLC | Auditor | $106,700 | — | $106,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,700
- Estimated Expense Ratio: 0.001% 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 | $32,193,538 | $14,224,443 | — | $106,700 | — |
| 2023 | $28,577,789 | $12,300,402 | — | $100,700 | — |
| 2022 | $28,435,703 | $12,895,378 | — | — | $1,999,726 |