# 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-plan

> Board Of Trustees Sheet Metal Workers Local No. 71 Pension Plan's DB plan: 334 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 Pension Plan

- **Sponsor EIN:** 166051585

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

- **Plan Type:** DB

- **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.|

| 2025|334|$63.7M|$0|$0|

| 2024|320|$59.2M|$0|$0|

| 2023|313|$52.9M|$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|$20,587|—|$20,587|

### 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:** $20,587

- **Estimated Expense Ratio:** 0.032% 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|$506,519|$216,790|—|$20,587|—|

| 2024|$481,599|$200,042|—|$19,120|—|

| 2023|$503,669|$227,538|—|—|$90,921|

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