Plan Snapshot
- Plan Sponsor: Board Of Trustees Sheet Metal, Air Youngstown District
- Sponsor EIN: 341939172
- Sponsor Address: 3660 STUTZ DRIVE, SUITE 101, CANFIELD, OH, 444068149
- Plan Type: DB
- Total Participants: 196
- Total Assets: $82.8M
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 | 196 | $82.8M | $2.6M | $0 |
| 2023 | 199 | $76.7M | $2.6M | $0 |
| 2022 | 205 | $71.8M | $2.7M | $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 |
|---|---|---|---|---|
| AMERICAN REALTY ADVISORS | NONE | $74,616 | — | $74,616 |
| U S REAL ESTATE INVESTMENT FUND | NONE | $59,690 | — | $59,690 |
| ULLICO INFRASTRUCTURE T/E FUND | NONE | $55,405 | — | $55,405 |
| BENESYS | NONE | $55,284 | — | $55,284 |
| PNC BANK NA | NONE | $49,399 | — | $49,399 |
| CUNI, RUST & STRENK | NONE | $44,450 | — | $44,450 |
| ASHER KELLY | NONE | $44,217 | — | $44,217 |
| SHEET METAL COLLECTION AGENCY | NONE | $17,610 | — | $17,610 |
| MARINER INSTITUTIONAL LLC | NONE | $15,000 | — | $15,000 |
| ANDCO CONSULTING | NONE | $15,000 | — | $15,000 |
| PACKER THOMAS | NONE | $12,300 | — | $12,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PACKER THOMAS — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $442,971
- Estimated Expense Ratio: 0.535% 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 | $498,151 | $239,111 | $55,284 | $12,300 | — |
| 2023 | $473,246 | $240,907 | $53,374 | $12,000 | — |
| 2022 | $469,626 | $245,601 | $51,829 | — | $116,644 |