# Jt. Bd. Of Trustees Of National Aut Sprinkler Metal Trades Pension Fun DB Plan
Source: https://planprovider.pro/companies/jt-bd-of-trustees-of-national-aut-sprinkler-metal-trades-pension-fun-plan

> Jt. Bd. Of Trustees Of National Aut Sprinkler Metal Trades Pension Fun&#39;s DB plan: 811 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [CALIBRE CPA GROUP, PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — NONE

- [NIXON PEABODY](https://planprovider.pro/provider/nixon-peabody-llp) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jt-bd-of-trustees-of-national-aut-sprinkler-metal-trades-pension-fun-plan)

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