# Joint Board Of Trustees Sheet Meta Workers Local 7, Zone 2 Pension DB Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-sheet-meta-workers-local-7-zone-2-pension-plan

> Joint Board Of Trustees Sheet Meta Workers Local 7, Zone 2 Pension's DB plan: 381 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of Trustees Sheet Meta Workers Local 7, Zone 2 Pension

- **Sponsor EIN:** 381616942

- **Sponsor Address:** 6525 CENTURION DRIVE, LANSING, MI, 489179275

- **Plan Type:** DB

- **Total Participants:** 381

- **Total Assets:** $121.5M

## 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:** No

## Plan Financials by Year

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

| 2024|381|$121.5M|$4.9M|$0|

| 2023|371|$107.8M|$4.7M|$0|

| 2022|353|$94.3M|$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|

| ZACKS CAPITAL MANAGEMENT|NONE|$165,315|—|$165,315|

| WATKINS ROSS & COMPANY|NONE|$130,623|—|$130,623|

| MUNDER CAPITAL MANAGEMENT|NONE|$80,569|—|$80,569|

| YOUSIF CAPITAL MANAGEMENT|NONE|$54,450|—|$54,450|

| COMERICA BANK|NONE|$39,203|—|$39,203|

| DELTA CAPITAL MANAGEMENT, LLC|NONE|$37,941|—|$37,941|

| VARNUM ATTORNEY AT LAW|NONE|$36,767|—|$36,767|

| TIC MIDWEST|NONE|$34,317|—|$34,317|

| STANDARD VALUATION|NONE|$26,000|—|$26,000|

| BENDA, GRACE, STULZ & COMPANY, P.C.|Auditor|$20,600|—|$20,600|

| KEY BANK NATIONAL ASSOCIATION|NONE|$8,432|—|$8,432|

### Verified Provider Profiles

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

- [MUNDER CAPITAL MANAGEMENT](https://planprovider.pro/provider/victory-capital-management-inc) — NONE

- [VARNUM ATTORNEY AT LAW](https://planprovider.pro/provider/varnum-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $634,217

- **Estimated Expense Ratio:** 0.522% 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|$690,512|$372,707|$24,501|$20,600|—|

| 2023|$569,360|$327,607|$17,298|$20,400|—|

| 2022|$547,030|$337,841|$17,071|—|$139,408|

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