# Board Of Trustees Of Co Sheet Metal Workers' Local 9 Family Health Pla 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-co-sheet-metal-workers-local-9-family-health-pla-846029106-501

> Board Of Trustees Of Co Sheet Metal Workers' Local 9 Family Health Pla's 401(k) plan: 994 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/slevin-and-hart-pc) — ERISA Attorney

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-co-sheet-metal-workers-local-9-family-health-pla-846029106-501)

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