Plan Snapshot
- Plan Sponsor: Board Of Trustees Arizona Sheet Metal Pension Trust Fund
- Sponsor EIN: 866069718
- Sponsor Address: 2550 W UNION HILLS DR STE 250, PHOENIX, AZ, 850275256
- Plan Type: DB
- Total Participants: 604
- Total Assets: $108.8M
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 | 604 | $108.8M | $0 | $0 |
| 2023 | 498 | $96.1M | $0 | $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 |
|---|---|---|---|---|
| BALDWIN MOFFITT BEHM LLP | Auditor | $31,624 | — | $31,624 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,624
- Estimated Expense Ratio: 0.029% 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 | $835,913 | $467,641 | $89,261 | $31,624 | — |
| 2023 | $880,889 | $507,468 | $86,746 | — | $167,090 |