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
GRAYSTONE CONSULTING	NONE	$3,093,880	—	$3,093,880
UNION LABOR LIFE INSURANCE COMPANY	NONE	$1,364,569	—	$1,364,569
CALIBRE CPA GROUP PLLC	NONE	$1,243,284	—	$1,243,284
VICTORY TRIVALENT	NONE	$1,041,914	—	$1,041,914
FOUNDRY PARTNERS MICRO VALUE	NONE	$1,014,621	—	$1,014,621
DELAWARE INTERNATIONAL	NONE	$939,863	—	$939,863
METROPOLITAN WEST ASSET MANAGEMENT	NONE	$812,083	—	$812,083
HARDING LOEVNER LP	NONE	$793,221	—	$793,221
WESTFIELD CAPITAL MANAGEMENT	NONE	$750,280	—	$750,280
ARISTOTLE LG VALUE	NONE	$627,668	—	$627,668
BLACKROCK	NONE	$599,582	—	$599,582
DELAWARE MANAGEMENT BUSINESS TRUST	NONE	$517,998	—	$517,998
EARNEST PARTNERS	NONE	$496,165	—	$496,165
MELLON CAPITAL MANAGEMENT	NONE	$461,364	—	$461,364
MAXIMUM TECHNOLOGIES, INC.	NONE	$436,782	—	$436,782
RICE HALL JAMES	NONE	$410,699	—	$410,699
THE SEGAL COMPANY	NONE	$387,101	—	$387,101
SEIX INVESTMENT ADVISORS LLC	NONE	$382,373	—	$382,373
KELLY PRESS	NONE	$356,521	—	$356,521
MOONEY, GREEN, SAINDON ET AL	NONE	$349,862	—	$349,862
MARTIN CURRIE EMERGING MARKETS	NONE	$346,854	—	$346,854
LORI WOOD	EMPLOYEE	$342,686	—	$342,686
BRIDGEWAY BENEFIT TECHNOLOGIES	NONE	$327,791	—	$327,791
TEARYN J LOVING	EMPLOYEE	$299,995	—	$299,995
TIMOTHY MYERS	EMPLOYEE	$243,220	—	$243,220
IMS, INC	NONE	$236,076	—	$236,076
DEBRA ELKINS-SANTI	EMPLOYEE	$224,297	—	$224,297
NIS	NONE	$197,132	—	$197,132
POLEN CAPITAL LARGE CAP	NONE	$189,096	—	$189,096
KRISTIN BRUCK	EMPLOYEE	$152,312	—	$152,312
NEIL SULLIVAN	EMPLOYEE	$135,883	—	$135,883
TED SLINKARD	EMPLOYEE	$134,395	—	$134,395
ELLEN ODELL	EMPLOYEE	$126,088	—	$126,088
KATHRYN H INKELLIS	EMPLOYEE	$115,736	—	$115,736
CDW LLC	NONE	$113,751	—	$113,751
MILLER KAPLAN	NONE	$112,001	—	$112,001
JESSICA SMITH	EMPLOYEE	$111,680	—	$111,680
HEATHER MOONEYHAM	EMPLOYEE	$110,415	—	$110,415
EDDIE GEISLER	EMPLOYEE	$107,489	—	$107,489
VERSIVO	NONE	$107,130	—	$107,130
CORY A TYSON	EMPLOYEE	$106,307	—	$106,307
BLITMAN & KING LLP	NONE	$104,505	—	$104,505
WEST GROUP PAYMENT CENTER	NONE	$104,505	—	$104,505
MARY ROSS-KENDRICKS	EMPLOYEE	$98,327	—	$98,327
KRAW LAW GROUP	NONE	$94,884	—	$94,884
TINA SANDERS	EMPLOYEE	$94,578	—	$94,578
ADDISON GROUP	NONE	$93,848	—	$93,848
PORTER POWELL	EMPLOYEE	$92,205	—	$92,205
KEVIN R EDDIS	EMPLOYEE	$88,581	—	$88,581
WITHUM SMITH & BROWN	NONE	$87,078	—	$87,078
JESSICA DUNLEAVY	EMPLOYEE	$85,135	—	$85,135
LARON HOWARD	EMPLOYEE	$83,705	—	$83,705
SEGAL BRYANT HAMILL	NONE	$82,464	—	$82,464
DEBBIE KEPLINGER	EMPLOYEE	$81,716	—	$81,716
DANIEL HAGERMAN	EMPLOYEE	$79,231	—	$79,231
WARLENE WILLIAMS	EMPLOYEE	$79,201	—	$79,201
DAVID ROLAND	EMPLOYEE	$79,027	—	$79,027
MEGAN N TABRI	EMPLOYEE	$77,218	—	$77,218
TONI ALSTON	EMPLOYEE	$76,310	—	$76,310
BISMARK AGYEI	EMPLOYEE	$74,108	—	$74,108
CHERYLRENE LOFTLAND	EMPLOYEE	$72,959	—	$72,959
CRYSTAL WARD	EMPLOYEE	$71,931	—	$71,931
SARAH YIMAM	EMPLOYEE	$71,616	—	$71,616
ALLISON C MERFELD	EMPLOYEE	$71,429	—	$71,429
HEIDI C SEPPI	EMPLOYEE	$70,698	—	$70,698
JAIDE ABRIAM	EMPLOYEE	$69,950	—	$69,950
SABRINA DAVIS	EMPLOYEE	$68,772	—	$68,772
HANNAH PRATT	EMPLOYEE	$67,967	—	$67,967
SCHULTHEIS & PANETTIERI LLP	NONE	$67,261	—	$67,261
GLENDA WILSON	EMPLOYEE	$67,221	—	$67,221
RYAN MALONEY	EMPLOYEE	$66,858	—	$66,858
DOMINIC DESIMONI	EMPLOYEE	$66,318	—	$66,318
TINA WINSKE	EMPLOYEE	$65,763	—	$65,763
WAMCO SMA	NONE	$65,687	—	$65,687
PAOLA BORDA	EMPLOYEE	$65,391	—	$65,391
ZACH MILNES	EMPLOYEE	$65,166	—	$65,166
CARMINN BOSEMAN	EMPLOYEE	$64,800	—	$64,800
EXPRESS EMPLOYMENT PROFESSIONALS	NONE	$64,547	—	$64,547
CHIANTA POINTER	EMPLOYEE	$62,639	—	$62,639
YVETTE MUNOZ-CENTENO	EMPLOYEE	$61,436	—	$61,436
ERNEST TROTMAN	EMPLOYEE	$61,436	—	$61,436
JESSICA M BALAZEK	EMPLOYEE	$60,844	—	$60,844
DEWAN SHEHRAN	EMPLOYEE	$60,677	—	$60,677
COURTNEY VIZEK	EMPLOYEE	$60,205	—	$60,205
JENNIFER TANNER	EMPLOYEE	$59,385	—	$59,385
BRANDON GROSS	EMPLOYEE	$56,081	—	$56,081
CAPTRUST FINANCIAL ADVISORS, LLC	NONE	$55,000	—	$55,000
SARA BEASLEY	EMPLOYEE	$54,708	—	$54,708
CHRISTINA DOUGHERTY	EMPLOYEE	$53,745	—	$53,745
SARAH JONES	EMPLOYEE	$53,269	—	$53,269
JAMES T RAY	EMPLOYEE	$53,155	—	$53,155
OCTAVIA L SAMUELS	EMPLOYEE	$51,792	—	$51,792
RYAN ROOP	EMPLOYEE	$46,251	—	$46,251
BRONSTER LLP	NONE	$44,812	—	$44,812
JAELYN SCOTT	EMPLOYEE	$44,722	—	$44,722
CHELSEA INKUMSAH	EMPLOYEE	$44,314	—	$44,314
QUADIENT	NONE	$44,133	—	$44,133
CENTERSQUARE	NONE	$42,219	—	$42,219
RELIANCE STANDARD	NONE	$38,756	—	$38,756
ALLYSON SICO	EMPLOYEE	$35,872	—	$35,872
RABIA RAJA	EMPLOYEE	$33,851	—	$33,851
DELL MARKETING L.P.	NONE	$33,744	—	$33,744
UNITED BUSINESS TECHNOLOGIES	NONE	$32,721	—	$32,721
ABEL NOSER	NONE	$32,500	—	$32,500
GENESSIS MONTECINO	EMPLOYEE	$28,142	—	$28,142
SAVANNAH MEGENS	EMPLOYEE	$26,615	—	$26,615
ALISON WRIGHT	EMPLOYEE	$26,224	—	$26,224
BAUM SIGMAN AUERBACH & NEUMAN, LTD	NONE	$24,611	—	$24,611
CAHIR GERAGHTY	EMPLOYEE	$23,916	—	$23,916
CENTURYLINK	NONE	$23,898	—	$23,898
YOUTZ & VALDEZ, P.C.	NONE	$22,364	—	$22,364
CHRISTOPHER A LYNCH	EMPLOYEE	$21,963	—	$21,963
THE SUPPLY ROOM	NONE	$21,207	—	$21,207
VERIZON	NONE	$21,190	—	$21,190
SOCIAL SECURITY ADMINISTRATION	NONE	$20,350	—	$20,350
AMERICAN ARBITRATION ASSOCIATION	NONE	$19,325	—	$19,325
MAX MILLER	EMPLOYEE	$18,047	—	$18,047
PROXY VOTE PLUS, LLC	NONE	$18,000	—	$18,000
X1 DISCOVERY, INC.	NONE	$17,916	—	$17,916
LEGACY PROFESSIONALS LLP	NONE	$17,870	—	$17,870
BENEFIT PLAN ADMIN. OF WISCONSIN	NONE	$16,825	—	$16,825
EVERBANK	NONE	$15,356	—	$15,356
WILSON MCSHANE CORPORATION	NONE	$14,989	—	$14,989
RSVP CATERING	NONE	$14,266	—	$14,266
NICHOLAS DO	EMPLOYEE	$13,806	—	$13,806
FAIRFAX COUNTY	NONE	$13,452	—	$13,452
LIFE STATUS 360 LLC	NONE	$12,848	—	$12,848
MWM LAW LLC	NONE	$12,023	—	$12,023
LEDBETTER, PARISI, SOLLARS LLC	NONE	$11,675	—	$11,675
BLOOMBERG INDUSTRY GROUP	NONE	$11,306	—	$11,306
NYUMAH STEWART	EMPLOYEE	$10,549	—	$10,549
EXPONENTIAL CONSULTING, LLC	NONE	$10,288	—	$10,288
ALLSTATE WORKPLACE DIVISION	NONE	$9,745	—	$9,745
NCCMP	NONE	$9,000	—	$9,000
BERENT LAW FIRM, PLLC	NONE	$8,165	—	$8,165
ARCHER HOTEL FALLS CHURCH	NONE	$7,283	—	$7,283
UNITED PARCEL SERVICE	NONE	$7,000	—	$7,000
JERMAIN DUNNAGAN & OWENS, PC	NONE	$6,358	—	$6,358
COHEN, WEISS AND SIMON LLP	NONE	$6,072	—	$6,072
AT&T MOBILITY	NONE	$5,794	—	$5,794
ARETE ADVISORS LLC	NONE	$5,382	—	$5,382
JK MOVING SERVICES	NONE	$5,347	—	$5,347

Verified Provider Profiles

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

GRAYSTONE CONSULTING — NONE
UNION LABOR LIFE INSURANCE COMPANY — NONE
CALIBRE CPA GROUP PLLC — NONE
HARDING LOEVNER LP — NONE
MILLER KAPLAN — NONE
SCHULTHEIS & PANETTIERI LLP — NONE
CAPTRUST FINANCIAL ADVISORS, LLC — NONE
LEGACY PROFESSIONALS LLP — NONE
EVERBANK — NONE

Plan Fees & Expenses

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

Total Service Provider Fees: $24,658,558
Estimated Expense Ratio: 0.277% 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

Bd Of Trustees Sheet Metal Workers' National Pension Fund DB Plan