Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Co Sheet Metal Workers' Local 9 Family Health Pla
- Sponsor EIN: 846029106
- Sponsor Address: 1515 W 47TH AVE, DENVER, CO, 80211
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 994
- Total Assets: $17.5M
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 | 994 | $17.5M | $17.4M | $616,582 |
| 2023 | 1,061 | $13.1M | $17.8M | $493,093 |
| 2022 | 996 | $11.5M | $16.2M | $411,956 |
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 |
|---|---|---|---|---|
| SAV-RX PRESCRIPTION SERVICES | Other Service Provider | $2,328,066 | — | $2,328,066 |
| UMR, INC. | Other Service Provider | $442,396 | $15,366 | $457,762 |
| SLEVIN & HART, P.C. | ERISA Attorney | $239,237 | — | $239,237 |
| REHN & ASSOCIATES | Other Service Provider | $224,348 | — | $224,348 |
| RAEL & LETSON, INC. | Other Service Provider | $108,234 | — | $108,234 |
| DELTA DENTAL OF COLORADO | Other Service Provider | $52,693 | — | $52,693 |
| SHEET METAL WORKERS LOCAL NO. 9 | Other Service Provider | $46,875 | — | $46,875 |
| LEGACY PROFESSIONALS LLP | Auditor | $41,852 | — | $41,852 |
| MINES AND ASSOCIATES | Other Service Provider | $36,406 | — | $36,406 |
| UNION EAP | Other Service Provider | $13,976 | — | $13,976 |
| TRANSCARENT | Other Service Provider | $13,686 | — | $13,686 |
| MEKETA INVESTMENT GROUP | Other Service Provider | $9,000 | — | $9,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLEVIN & HART, P.C. — ERISA Attorney
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,572,135
- Estimated Expense Ratio: 20.354% 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 | $751,493 | $9,607 | $193,245 | $35,418 | — |
| 2023 | $607,855 | $9,450 | $152,134 | $34,433 | — |
| 2022 | $538,578 | $10,204 | $119,637 | — | $260,942 |