# Board Of Trustees Sheet Metal Workers Local No. 71 Pension Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-sheet-metal-workers-local-no-71-pension-plan-166051585-001

> Board Of Trustees Sheet Metal Workers Local No. 71 Pension Plan's DB plan: 334 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 166051585

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

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 334

- **Total Assets:** $63.7M

## 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|334|$63.7M|$3.5M|$0|

| 2023|320|$59.2M|$3.3M|$0|

| 2022|313|$52.9M|$3.0M|$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|

| FIAM TRUST COMPANY|Other Service Provider|$49,022|—|$49,022|

| THE SEGAL COMPANY|Other Service Provider|$49,000|—|$49,000|

| LOOMIS, SAYLES & COMPANY|Other Service Provider|$42,708|—|$42,708|

| SEGAL ADVISORS|Other Service Provider|$39,500|—|$39,500|

| UBS REALTY INVESTORS|Other Service Provider|$29,978|—|$29,978|

| WTC-CIF II CORE BOND PLUS|Other Service Provider|$28,992|—|$28,992|

| ABERDEEN|Other Service Provider|$25,699|—|$25,699|

| TRONCONI SEGARRA & ASSOCIATES LLP|Other Service Provider|$19,830|—|$19,830|

| LIPSITZ GREEN SCIME CAMBRIA LLP|Other Service Provider|$14,678|—|$14,678|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $299,407

- **Estimated Expense Ratio:** 0.470% 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|$506,519|$216,790|—|$20,587|—|

| 2023|$481,599|$200,042|—|$19,120|—|

| 2022|$503,669|$227,538|—|—|$90,921|

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