Plan Snapshot
- Plan Sponsor: Jt. Bd. Of Trustees Of National Aut Sprinkler Metal Trades Pension Fun
- Sponsor EIN: 526133856
- Sponsor Address: 8000 CORPORATE DRIVE, LANDOVER, MD, 207852239
- Plan Type: DB
- Total Participants: 811
- Total Assets: $21.9M
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 | 811 | $21.9M | $1.2M | $0 |
| 2023 | 787 | $20.0M | $1.1M | $0 |
| 2022 | 667 | $17.9M | $958,186 | $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 |
|---|---|---|---|---|
| SEGAL CONSULTING | NONE | $88,497 | — | $88,497 |
| JP MORGAN | NONE | $84,922 | — | $84,922 |
| CALIBRE CPA GROUP, PLLC | NONE | $39,152 | — | $39,152 |
| INVESTMENT PERFORMANCE SERVICES | NONE | $37,050 | — | $37,050 |
| COMERICA BANK | NONE | $16,610 | — | $16,610 |
| O'DONOGHUE & O'DONOGHUE LLP | NONE | $12,238 | — | $12,238 |
| NIXON PEABODY | NONE | $11,276 | — | $11,276 |
| BASYS, INC. | NONE | $5,787 | — | $5,787 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN — NONE
- CALIBRE CPA GROUP, PLLC — NONE
- NIXON PEABODY — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $295,532
- Estimated Expense Ratio: 1.351% 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 | $525,620 | $126,768 | — | $38,762 | — |
| 2023 | $477,218 | $78,855 | — | $38,737 | — |
| 2022 | $452,473 | $61,540 | — | — | $130,741 |