# Board Of Trustees Sheetmetal Workers Local 91 Annuity Plan DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-sheetmetal-workers-local-91-annuity-plan-plan

> Board Of Trustees Sheetmetal Workers Local 91 Annuity Plan's DC plan: 648 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 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|

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