# Board Of Trustees, Sheet Metal Workers' Lcl Un. 25 Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-sheet-metal-workers-lcl-un-25-222586290-502

> Board Of Trustees, Sheet Metal Workers' Lcl Un. 25's Health & Welfare plan: 401 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees, Sheet Metal Workers' Lcl Un. 25

- **Sponsor EIN:** 222586290

- **Sponsor Address:** 440 BARELL AVENUE, CARLSTADT, NJ, 07072

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 401

- **Total Assets:** $148,674

## 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|401|$148,674|$1.1M|$21,120|

| 2023|436|$136,342|$1.2M|$23,260|

| 2022|479|$136,249|$1.4M|$24,510|

## 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|

| MANFRE CPA P.C.|Auditor|$9,945|—|$9,945|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,945

- **Estimated Expense Ratio:** 6.689% 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|$23,460|—|—|$10,958|—|

| 2023|$26,648|—|—|$10,512|—|

| 2022|$25,426|—|—|—|$15,140|

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