# Board Of Trustees S.M.A.R.T. Workers Local 137 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-s-m-a-r-t-workers-local-137-annuity-fund-plan

> Board Of Trustees S.M.A.R.T. Workers Local 137 Annuity Fund's DC plan: 285 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees S.M.A.R.T. Workers Local 137 Annuity Fund

- **Sponsor EIN:** 132866830

- **Sponsor Address:** 50-02 5TH STREET, SUITE A, LONG ISLAND CITY, NY, 11101

- **Plan Type:** DC

- **Total Participants:** 285

- **Total Assets:** $82.0M

## 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|285|$82.0M|$2.6M|$332,309|

| 2023|283|$74.6M|$2.7M|$307,548|

| 2022|285|$67.2M|$2.8M|$267,946|

## 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|

| SCHULTHEIS & PANETTIERI|Auditor|$45,000|—|$45,000|

### Verified Provider Profiles

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

- [SCHULTHEIS & PANETTIERI](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $45,000

- **Estimated Expense Ratio:** 0.055% 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|$269,168|$36,750|—|$45,000|—|

| 2023|$276,787|$36,750|—|$44,000|—|

| 2022|$254,879|$36,751|—|—|$62,247|

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