# International Association Of Sheet Metal Air, Rail And Transportation Health & Welfare Plan
Source: https://planprovider.pro/companies/international-association-of-sheet-metal-air-rail-and-transportation-526909050-504

> International Association Of Sheet Metal Air, Rail And Transportation's Health & Welfare plan: 78 participants, plan year 2024 financials, providers, and ben…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/international-association-of-sheet-metal-air-rail-and-transportation-526909050-504)

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