# Board Of Trustees Sheet Metal, Air Youngstown District DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-sheet-metal-air-youngstown-district-plan-001

> Board Of Trustees Sheet Metal, Air Youngstown District's DB plan: 196 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 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](https://planprovider.pro/provider/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|

## Similar Plans

- [Lifestyle Communities, Ltd](https://planprovider.pro/companies/lifestyle-communities-ltd-401k-plan) — 392 participants

- [Schumacher Homes, INC.](https://planprovider.pro/companies/schumacher-homes-inc-401k-plan) — 400 participants

- [Sims-Lohman, INC.](https://planprovider.pro/companies/sims-lohman-inc-401k-plan) — 694 participants

- [M/I Homes, INC.](https://planprovider.pro/companies/m-i-homes-inc-plan-001) — 1,839 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-sheet-metal-air-youngstown-district-plan-001)

© 2026 PlanProvider.Pro