Plan Snapshot
- Plan Sponsor: Board Of Trustees Sheetmetal Workers Local 91 Annuity Plan
- Sponsor EIN: 362952946
- Sponsor Address: 8124 42ND STREET WEST, ROCK ISLAND, IL, 612017325
- Plan Type: DC
- Total Participants: 648
- Total Assets: $176.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 648 | $176.5M | $7.5M | $0 |
| 2023 | 638 | $163.6M | $7.3M | $0 |
| 2022 | 674 | $145.6M | $6.9M | $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 |
|---|---|---|---|---|
| ROMOLO & ASSOCIATES, LLC | Auditor | $15,750 | — | $15,750 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,750
- Estimated Expense Ratio: 0.009% 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 | $154,895 | $87,728 | — | $15,750 | — |
| 2023 | $151,166 | $84,945 | — | $15,750 | — |
| 2022 | $147,799 | $81,427 | $10,800 | — | $26,967 |