# Board Of Trustees Sm Workers Local 49 Defined Contribution Plan 401(k) Plan
Source: https://planprovider.pro/companies/board-of-trustees-sm-workers-local-49-defined-contribution-plan-742846833-001

> Board Of Trustees Sm Workers Local 49 Defined Contribution Plan's 401(k) plan: 633 participants, plan year 2024 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Sm Workers Local 49 Defined Contribution Plan

- **Sponsor EIN:** 742846833

- **Sponsor Address:** 6121 INDIAN SCHOOL RD NE STE 123, ALBUQUERQUE, NM, 871103102

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 633

- **Total Assets:** $24.5M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|633|$24.5M|$404,607|$1.5M|

| 2023|826|$22.5M|$383,400|$1.7M|

| 2022|772|$17.9M|$435,697|$766,714|

## 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|

| MATRIX TRUST CO|Recordkeeper|$145,461|—|$145,461|

| ONE AMERICA RETIREMENT SERVICES LLC|Other Service Provider|$97,392|—|$97,392|

| SOUTHWEST SERVICE ADMINISTRATORS|Other Service Provider|$29,923|—|$29,923|

| KELLEY LAW GROUP|ERISA Attorney|$22,182|—|$22,182|

| MARSH & MCLENNON|Other Service Provider|$14,161|—|$14,161|

| BALDWIN MOFFITT BEHM LLP|Other Service Provider|$8,584|—|$8,584|

### Verified Provider Profiles

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

- [MATRIX TRUST CO](https://planprovider.pro/provider/aspire-financial-services) — Recordkeeper

- [KELLEY LAW GROUP](https://planprovider.pro/provider/kelley-law-group-pllc) — ERISA Attorney

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $317,703

- **Estimated Expense Ratio:** 1.296% 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|$220,850|$145,461|$26,365|$8,584|—|

| 2023|$187,971|$103,505|$24,924|$8,106|—|

| 2022|$191,336|$126,058|$18,311|—|$40,493|

## Similar Plans

- [Board Of Trustees Of Sheet Metal Workers 49 Family Health Plan](https://planprovider.pro/companies/board-of-trustees-of-sheet-metal-workers-49-family-health-plan-856011542-501) — 728 participants

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