# Smw Union Local No. 24 Columbus DC Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-of-sheet-metal-workers-union-local-no-24-plan

> Smw Union Local No. 24 Columbus's DC plan: 1,386 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Smw Union Local No. 24 Columbus

- **Sponsor EIN:** 311764742

- **Sponsor Address:** 9200 US ROUTE 60, ONA, WV, 25545

- **Plan Type:** DC

- **Total Participants:** 1,386

- **Total Assets:** $47.7M

## 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|1,386|$47.7M|$6.7M|$0|

| 2023|915|$38.5M|$4.3M|$0|

| 2022|776|$30.7M|$4.2M|$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|

| SHEET METAL WORKERS UNION LOCA NO 2|CONTRACT ADMIN|$109,521|—|$109,521|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$84,945|—|$84,945|

| GRAY, GRIFFITH, & MAYS, A.C.|Auditor|$10,900|—|$10,900|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $205,366

- **Estimated Expense Ratio:** 0.431% 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|$201,932|$35,000|$41,803|$10,900|—|

| 2023|$141,365|$33,935|$64,216|—|—|

| 2022|$165,611|$60,477|$54,316|—|$37,326|

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