Plan Snapshot
- Plan Sponsor: Jt Bd Of Trustees Sheet Metal Workers Pension Fund
- Sponsor EIN: 720562245
- Sponsor Address: 2061 BEAUMONT DR, BATON ROUGE, LA, 708061412
- Plan Type: DB
- Total Participants: 207
- Total Assets: $54.9M
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 | 207 | $54.9M | $2.4M | $0 |
| 2023 | 192 | $50.0M | $2.3M | $0 |
| 2022 | 200 | $44.2M | $2.3M | $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 |
|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | Custodian / Trustee | $77,057 | — | $77,057 |
| TERRI NEFF | Other Service Provider | $69,438 | — | $69,438 |
| REBECCA L BARKER | Other Service Provider | $50,160 | — | $50,160 |
| TED SOILEAU, CPA, LLC | Other Service Provider | $17,843 | — | $17,843 |
| OSBORN, CARREIRO AND ASSOCIATES | Actuary | $16,000 | $2 | $16,002 |
| JEREMY PALMER | Other Service Provider | $8,915 | — | $8,915 |
| PERCY J COMEAUX | Other Service Provider | $6,800 | — | $6,800 |
| THOMAS LOCKWOOD | ERISA Attorney | $6,482 | — | $6,482 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RBC CAPITAL MARKETS LLC — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $252,697
- Estimated Expense Ratio: 0.461% 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 | $346,437 | $77,057 | — | $17,843 | — |
| 2023 | $322,353 | $61,901 | $23,064 | $17,585 | — |
| 2022 | $342,824 | $64,261 | $9,916 | — | $62,722 |