# Board Of Trustees Of Smart, Sheet Metal Workers Local 104 Sup Pension DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-smart-sheet-metal-workers-local-104-sup-pension-plan

> Board Of Trustees Of Smart, Sheet Metal Workers Local 104 Sup Pension's DC plan: 4,860 participants, plan year 2024 financials, providers, and benchmarks fro…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Smart, Sheet Metal Workers Local 104 Sup Pension

- **Sponsor EIN:** 946560138

- **Sponsor Address:** 3240B CONSTITUTION DRIVE, LIVERMORE, CA, 94551

- **Plan Type:** DC

- **Total Participants:** 4,860

- **Total Assets:** $1.1B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|4,860|$1.1B|$0|$0|

| 2023|5,021|$1.0B|$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|

| WITHUMSMITH+BROWN, PC|Auditor|$57,462|—|$57,462|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $57,462

- **Estimated Expense Ratio:** 0.005% 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|$1,262,558|$407,144|$459,183|$57,462|—|

| 2023|$1,821,695|$513,829|$763,242|—|$201,416|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-smart-sheet-metal-workers-local-104-sup-pension-plan)

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