Plan Snapshot
- Plan Sponsor: International Association Of Sheet Metal Air, Rail And Transportation
- Sponsor EIN: 526909050
- Sponsor Address: 1750 NEW YORK AVENUE, NW, WASHINGTON, DC, 20006
- Plan Type: Health & Welfare
- Plan Number: 504
- Total Participants: 78
- Total Assets: $54.3M
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 | 78 | $54.3M | $1.0M | $324,889 |
| 2023 | 59 | $48.7M | $1.0M | $280,388 |
| 2022 | 55 | $42.7M | $1.0M | $234,457 |
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 |
|---|---|---|---|---|
| CLEARSTEAD ADVISORS LLC | Other Service Provider | $39,436 | — | $39,436 |
| HARRISON STREET CORE PROPERTY | Other Service Provider | $17,803 | — | $17,803 |
| CALIBRE CPA GROUP, PLLC | Auditor | $11,250 | — | $11,250 |
| MONDRIAN GLOBAL ALL COUNTRIES | Other Service Provider | $10,160 | — | $10,160 |
| NINETY ONE GLOBAL | Other Service Provider | $7,268 | — | $7,268 |
| WELLS FARGO | Other Service Provider | $6,606 | — | $6,606 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,523
- Estimated Expense Ratio: 0.170% 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 | $105,964 | $83,001 | — | $11,250 | — |
| 2023 | $109,263 | $78,950 | — | $10,500 | — |
| 2022 | $109,226 | $84,781 | — | — | $14,476 |