# Bd Of Trustees Sheet Metal Workers' National Pension Fund DB Plan
Source: https://planprovider.pro/companies/bd-of-trustees-sheet-metal-workers-national-pension-fund-plan

> Bd Of Trustees Sheet Metal Workers' National Pension Fund's DB plan: 66,166 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [UNION LABOR LIFE INSURANCE COMPANY](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

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

- [HARDING LOEVNER LP](https://planprovider.pro/provider/harding-loevner-lp) — NONE

- [MILLER KAPLAN](https://planprovider.pro/provider/miller-kaplan-arase-llp) — NONE

- [SCHULTHEIS & PANETTIERI LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — NONE

- [CAPTRUST FINANCIAL ADVISORS, LLC](https://planprovider.pro/provider/captrust) — NONE

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — NONE

- [EVERBANK](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bd-of-trustees-sheet-metal-workers-national-pension-fund-plan)

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