# Board Of Trustees Sheet Metal, Air Youngstown District DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-sheet-metal-air-youngstown-district-plan-111

> Board Of Trustees Sheet Metal, Air Youngstown District's DC plan: 503 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:** 346596079

- **Sponsor Address:** 3660 STUTZ DRIVE, SUITE 101, CANFIELD, OH, 444068149

- **Plan Type:** DC

- **Total Participants:** 503

- **Total Assets:** $39.5M

## 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|503|$39.5M|$1.4M|$157,993|

| 2023|492|$35.5M|$1.4M|$139,415|

| 2022|513|$31.8M|$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|

| JOHN HANCOCK|NONE|$37,717|—|$37,717|

| ASHER KELLY|NONE|$14,858|—|$14,858|

| SHEET METAL COLLECTION AGENCY|NONE|$14,068|—|$14,068|

| BENESYS|NONE|$12,480|—|$12,480|

| ANDCO CONSULTING|NONE|$12,000|—|$12,000|

| MARINER INSTITUTIONAL LLC|NONE|$12,000|—|$12,000|

| PACKER THOMAS|NONE|$10,250|—|$10,250|

### Verified Provider Profiles

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

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — NONE

- [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:** $113,373

- **Estimated Expense Ratio:** 0.287% 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|$134,156|$24,000|$54,131|$10,250|—|

| 2023|$154,163|—|$57,700|$10,000|—|

| 2022|$140,278|—|$53,806|—|$75,105|

## Similar Plans

- [Americas Floor Source](https://planprovider.pro/companies/americas-floor-source-401k-plan) — 466 participants

- [Rite Rug Company, INC.](https://planprovider.pro/companies/rite-rug-company-inc-401k-plan) — 887 participants

- [Ernst Enterprises, INC.](https://planprovider.pro/companies/ernst-enterprises-inc-401k-plan) — 1,123 participants

- [Board Of Trustees, I.U.P.A.T. Annuity Fund Of Western PA](https://planprovider.pro/companies/board-of-trustees-i-u-p-a-t-annuity-fund-of-western-pa-plan) — 1,287 participants

- [Decorating Painters District Council 6 & Contractors Association](https://planprovider.pro/companies/decorating-painters-district-council-6-contractors-association-plan) — 2,745 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-sheet-metal-air-youngstown-district-plan-111)

© 2026 PlanProvider.Pro