Plan Snapshot
- Plan Sponsor: Board Of Trustees Of Sheet Metal Workers Intl Local 17nh Pension Plan
- Sponsor EIN: 516029579
- Sponsor Address: ZENITH AMERICAN SOLUTIONS, WALLINGFORD, CT, 06492
- Plan Type: DB
- Total Participants: 151
- Total Assets: $28.7M
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 | 151 | $28.7M | $1.3M | $0 |
| 2023 | 162 | $26.0M | $1.3M | $0 |
| 2022 | 161 | $23.1M | $1.5M | $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 |
|---|---|---|---|---|
| UBS FINANCIAL SERVICES | Recordkeeper | $76,059 | $24,406 | $100,465 |
| ZENITH AMERICAN SOLUTIONS, INC. | Other Service Provider | $68,196 | — | $68,196 |
| EATON PEABODY ATTORNEYS AT LAW | Other Service Provider | $15,403 | — | $15,403 |
| NOVAK FRANCELLA LLC | Auditor | $14,350 | — | $14,350 |
| LECKENBY BENEFITS CONSULTANTS | Other Service Provider | $13,500 | — | $13,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES — Recordkeeper
- NOVAK FRANCELLA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $211,914
- Estimated Expense Ratio: 0.738% 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 | $217,245 | $76,059 | $68,196 | $14,350 | — |
| 2023 | $217,365 | $68,285 | $66,204 | $13,246 | — |
| 2022 | $204,481 | $68,241 | $64,272 | — | $48,914 |