Plan Snapshot
- Plan Sponsor: Board Of Trustees, Sheet Metal Workers' Local 206
- Sponsor EIN: 330614939
- Sponsor Address: 160 W SANTA CLARA ST STE 1550, SAN JOSE, CA, 95113
- Plan Type: DC
- Total Participants: 1,260
- Total Assets: $55.5M
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 | 1,260 | $55.5M | $0 | $0 |
| 2023 | 1,021 | $48.8M | $0 | $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 |
|---|---|---|---|---|
| MILLER KAPLAN ARASE LLP | Auditor | $19,700 | — | $19,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,700
- Estimated Expense Ratio: 0.036% 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 | $345,412 | $40,380 | $73,519 | $19,700 | — |
| 2023 | $332,908 | $39,364 | $186,416 | — | $59,384 |