# Board Of Trustees, Sheet Metal Workers' Pension Plan DB Plan Source: https://planprovider.pro/companies/board-of-trustees-sheet-metal-workers-pension-plan-plan > Board Of Trustees, Sheet Metal Workers' Pension Plan's DB plan: 5,519 participants, plan year 2024 financials, providers, and benchmarks from Form 5500. Form 5500 filing data for plan year 2024. ## Plan Snapshot - **Plan Sponsor:** Board Of Trustees, Sheet Metal Workers' Pension Plan - **Sponsor EIN:** 956052257 - **Sponsor Address:** 111 N SEPULVEDA BLVD STE 210, MANHATTAN BEACH, CA, 90266 - **Plan Type:** DB - **Total Participants:** 5,519 - **Total Assets:** $1.4B ## 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|5,519|$1.4B|$90.5M|$0| | 2023|5,402|$1.3B|$90.2M|$0| | 2022|5,299|$1.2B|$85.9M|$0| | 2018|4,824|$956.7M|$0|$0| | 2017|4,969|$1.0B|$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| | MORGAN STANLEY SMITH BARNEY LLC|NONE|$2,464,963|—|$2,464,963| | SHEET METAL BENEFIT PLANS ADMIN|NONE|$2,133,170|—|$2,133,170| | WASHINGTON CAPITAL MANAGEMENT INC.|NONE|$607,261|—|$607,261| | AMERICAN REALTY ADVISORS|NONE|$303,261|—|$303,261| | COLUMBIA MGMT INVESTMENT ADVISORS|NONE|$300,142|—|$300,142| | THE SEGAL COMPANY (WS), INC.|NONE|$285,883|—|$285,883| | MCMORGAN & COMPANY LLC|NONE|$264,202|—|$264,202| | FOX ROTHSCHILD LLP|NONE|$261,431|—|$261,431| | MARTIN CURRIE|NONE|$252,762|—|$252,762| | DELAWARE CAPITAL MANAGEMENT|NONE|$244,310|—|$244,310| | ASB CAPITAL MANAGEMENT LLC|NONE|$203,060|—|$203,060| | FIERA CAPITAL INC.|NONE|$179,988|—|$179,988| | MILLER KAPLAN ARASE LLP|NONE|$144,970|—|$144,970| | COMERICA|NONE|$131,714|—|$131,714| | MADISON CORE PROPERTY FUND, LP|NONE|$108,478|—|$108,478| | THE LONDON COMPANY|NONE|$96,435|—|$96,435| | SEGALL BRYANT & HAMILL|NONE|$93,124|—|$93,124| | CAUSEWAY CAPITAL MGMT|NONE|$87,889|—|$87,889| | CUSHMAN & WAKEFIELD OF CALIFORNIA|NONE|$84,614|—|$84,614| | UNION LABOR LIFE INSURANCE COMPANY|NONE|$71,554|—|$71,554| | GARCIA HAMILTON & ASSOC. L.P.|NONE|$70,841|—|$70,841| | WITHUM SMITH + BROWN|NONE|$64,634|—|$64,634| | CAPITAL GROUP|NONE|$59,419|—|$59,419| | AMERICAN MAILING SERVICE, INC.|NONE|$21,569|—|$21,569| | MARSH & MCLENNAN COMPANIES, INC.|NONE|—|$17,458|$17,458| | ERISA ADVISORY GROUP|NONE|$17,375|—|$17,375| | TVG CONSULTING|NONE|$13,289|—|$13,289| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — NONE - [THE SEGAL COMPANY (WS), INC.](https://planprovider.pro/provider/milliman) — NONE - [FOX ROTHSCHILD LLP](https://planprovider.pro/provider/fox-rothschild-llp) — NONE - [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — NONE - [UNION LABOR LIFE INSURANCE COMPANY](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE - [WITHUM SMITH + BROWN](https://planprovider.pro/provider/withumsmithbrown-pc) — NONE - [CAPITAL GROUP](https://planprovider.pro/provider/capital-group) — NONE - [MARSH & MCLENNAN COMPANIES, INC.](https://planprovider.pro/provider/marsh-mclennan-agency) — NONE ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $8,583,796 - **Estimated Expense Ratio:** 0.604% 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|$8,556,140|$4,818,857|—|$61,095|—| | 2023|$8,392,647|$4,933,705|—|$55,550|—| | 2022|$7,547,156|$4,144,410|—|—|$751,653| | 2018|$6,437,981|$2,993,701|—|—|$1,204,743| | 2017|$6,776,500|$3,141,670|—|—|$993,230| ## Similar Plans - [Sheet Metal Workers Pension Trust](https://planprovider.pro/companies/sheet-metal-workers-pension-trust-plan) — 5,187 participants - [Bay Area Painters & Tapers Annuity Fund](https://planprovider.pro/companies/board-of-trustees-bay-area-painters-tapers-annuity-fund-plan) — 6,637 participants - [Inter-Con Security Systems, INC.](https://planprovider.pro/companies/inter-con-security-systems-inc-401k-plan) — 3,995 participants - [Board Of Trustees Western States Insulators And Allied Workers Indiv](https://planprovider.pro/companies/board-of-trustees-western-states-insulators-and-allied-workers-indiv-plan) — 7,048 participants - [Freedom Forever LLC](https://planprovider.pro/companies/freedom-forever-llc-401k-plan) — 3,475 participants - [Bay Area Painters & Tapers Pension Trust](https://planprovider.pro/companies/bay-area-painters-tapers-pension-trust-plan) — 3,428 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-sheet-metal-workers-pension-plan-plan) © 2026 PlanProvider.Pro