# Board Of Trustees, Sheet Metal Workers' Local 206 DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-sheet-metal-workers-local-206-plan-001

> Board Of Trustees, Sheet Metal Workers' Local 206's DC plan: 1,260 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 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](https://planprovider.pro/provider/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|

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