# Board Of Trustees, Sheet Metal Workers Local No. 292 Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-sheet-metal-workers-local-no-292-pension-fund-381659157-001

> Board Of Trustees, Sheet Metal Workers Local No. 292 Pension Fund's DB plan: 608 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 Local No. 292 Pension Fund

- **Sponsor EIN:** 381659157

- **Sponsor Address:** 700 TOWER DRIVE, SUITE 300, TROY, MI, 48098

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 608

- **Total Assets:** $166.4M

## 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|608|$166.4M|$9.5M|$0|

| 2023|608|$160.0M|$12.7M|$0|

| 2022|590|$145.9M|$9.4M|$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|

| MORGAN STANLEY|Recordkeeper|$541,069|—|$541,069|

| BENESYS, INC|Other Service Provider|$131,464|—|$131,464|

| THE SEGAL COMPANY|Other Service Provider|$71,431|—|$71,431|

| WATKINS PAWLICK CALATI & PRIFTI, PC|Other Service Provider|$40,615|—|$40,615|

| BENDA, GRACE, STULZ & COMPANY, P.C.|Other Service Provider|$20,150|—|$20,150|

| AMERICAN GRAPHICS PRINTING|Other Service Provider|$9,664|—|$9,664|

| BRENTWOOD ASSET ADVISOR|Other Service Provider|$8,600|—|$8,600|

| STEFANSKY, HALLOWAY & NICHOLS, INC.|Other Service Provider|$5,356|—|$5,356|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $828,349

- **Estimated Expense Ratio:** 0.498% 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|$925,255|$549,669|$124,214|$19,700|—|

| 2023|$1,264,437|$295,563|$114,422|$18,700|—|

| 2022|$1,069,946|$765,900|$114,422|—|$87,566|

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