# Board Of Trustees, Flint Area Sheet Metal Workers Local 7 Zone 4 DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-flint-area-sheet-metal-workers-local-7-zone-4-386082372-001

> Board Of Trustees, Flint Area Sheet Metal Workers Local 7 Zone 4's DB plan: 203 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Flint Area Sheet Metal Workers Local 7 Zone 4

- **Sponsor EIN:** 386082372

- **Sponsor Address:** 700 TOWER DRIVE, SUITE 300, TROY, MI, 480982808

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 203

- **Total Assets:** $61.8M

## 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|203|$61.8M|$4.6M|$0|

| 2023|210|$59.6M|$4.3M|$0|

| 2022|199|$56.5M|$4.0M|$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|Other Service Provider|$152,720|—|$152,720|

| BENESYS, INC.|Other Service Provider|$97,400|—|$97,400|

| FOUNDRY PARTNERS, LLC|Other Service Provider|$42,947|—|$42,947|

| ARISTOTLE|Other Service Provider|$40,665|—|$40,665|

| UNITED ACTUARIAL SERVICES|Other Service Provider|$32,450|—|$32,450|

| LEDBETTER PARISI, LLC|Other Service Provider|$31,021|—|$31,021|

| FIERA CAPITAL MANAGEMENT|Other Service Provider|$21,889|—|$21,889|

| BENDA, GRACE, STULZ, & COMPANY, P.C|Other Service Provider|$17,600|—|$17,600|

| CAMBIAR INVESTORS, LLC|Other Service Provider|$16,667|—|$16,667|

| COMERICA BANK|Other Service Provider|$16,662|—|$16,662|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $470,021

- **Estimated Expense Ratio:** 0.761% 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|$609,861|$363,439|$95,999|$2,992|—|

| 2023|$602,148|$395,456|$92,307|—|—|

| 2022|$564,894|$359,812|$87,513|—|$67,040|

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