# Board Of Trustees Sheet Metal Workers' Local No. 40 Supplemental Retir DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-sheet-metal-workers-local-no-40-supplemental-retir-plan

> Board Of Trustees Sheet Metal Workers' Local No. 40 Supplemental Retir's DC plan: 0 participants, plan year 2022 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2022.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Sheet Metal Workers' Local No. 40 Supplemental Retir

- **Sponsor EIN:** 061074075

- **Sponsor Address:** 10 TECHNOLOGY DRIVE, WALLINGFORD, CT, 064927617

- **Plan Type:** DC

- **Total Participants:** 0

- **Total Assets:** $0

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|0|$0|$0|$0|

| 2022|354|$61.1M|$2.8M|$274,246|

## 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|

| NOVAK FRANCELLA, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|

| 2023|$14,748|$1,311|$5,807|—|$7,463|

| 2022|$186,552|$38,161|$69,682|—|$61,777|

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