Plan Snapshot
- Plan Sponsor: Board Of Trustees - Sheet Metal Workers Local 219 R.S.P.
- Sponsor EIN: 364343290
- Sponsor Address: 3316 PUBLISHERS DRIVE, ROCKFORD, IL, 611096318
- Plan Type: DC
- Total Participants: 964
- Total Assets: $209.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 964 | $209.7M | $9.5M | $0 |
| 2023 | 936 | $183.6M | $9.3M | $0 |
| 2022 | 907 | $157.8M | $8.2M | $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 |
|---|---|---|---|---|
| LEGACY PROFESSIONALS LLP | Auditor | $23,676 | — | $23,676 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,676
- Estimated Expense Ratio: 0.011% 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 | $256,525 | $72,000 | — | $23,676 | — |
| 2023 | $218,437 | $72,000 | — | $21,640 | — |
| 2022 | $218,830 | $72,000 | — | — | $62,854 |