# Board Of Trustees Sheet Metal Workers Local Pension Plan DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-sheet-metal-workers-local-pension-plan-plan

> Board Of Trustees Sheet Metal Workers Local Pension Plan's DB plan: 690 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Sheet Metal Workers Local Pension Plan

- **Sponsor EIN:** 346666753

- **Sponsor Address:** 1890 VENTURE CIRCLE SE, MASSILLON, OH, 44646

- **Plan Type:** DB

- **Total Participants:** 690

- **Total Assets:** $80.5M

## 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|690|$80.5M|$0|$0|

| 2024|670|$80.3M|$0|$0|

| 2023|663|$78.6M|$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|

| J SCHAEFER & COMPANY LLC|Auditor|$18,500|—|$18,500|

### Verified Provider Profiles

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

- [J SCHAEFER & COMPANY LLC](https://planprovider.pro/provider/j-schaefer-and-company-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $18,500

- **Estimated Expense Ratio:** 0.023% 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|$1,262,806|$252,450|$104,364|$18,500|—|

| 2024|$610,649|$157,013|$106,698|$18,500|—|

| 2023|$699,739|$201,900|$108,893|—|$268,484|

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