# Board Of Trustees Sheet Metal Workers Local No. 71 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-sheet-metal-workers-local-no-71-annuity-fund-plan

> Board Of Trustees Sheet Metal Workers Local No. 71 Annuity Fund's DC plan: 322 participants, plan year 2025 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Sheet Metal Workers Local No. 71 Annuity Fund

- **Sponsor EIN:** 161592883

- **Sponsor Address:** 24 LIBERTY AVENUE, BUFFALO, NY, 142152112

- **Plan Type:** DC

- **Total Participants:** 322

- **Total Assets:** $37.8M

## 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.|

| 2025|322|$37.8M|$0|$0|

| 2024|389|$34.2M|$0|$0|

| 2023|404|$29.1M|$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|

| TRONCONI SEGARRA & ASSOCIATES LLP|Auditor|$11,902|—|$11,902|

### Verified Provider Profiles

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

- [TRONCONI SEGARRA & ASSOCIATES LLP](https://planprovider.pro/provider/tronconi-segarra-and-associates-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,902

- **Estimated Expense Ratio:** 0.031% 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|

| 2025|$109,377|$37,642|$33,906|$11,902|—|

| 2024|$106,558|$36,517|$30,356|$10,728|—|

| 2023|$132,645|$76,365|$16,530|—|$20,088|

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