# Jt Bd Of Trustees Sheet Metal Workers Pension Fund DB Plan
Source: https://planprovider.pro/companies/jt-bd-of-trustees-sheet-metal-workers-pension-fund-plan

> Jt Bd Of Trustees Sheet Metal Workers Pension Fund's DB plan: 207 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| TED SOILEAU CPA LLC|Auditor|$17,843|—|$17,843|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $17,843

- **Estimated Expense Ratio:** 0.033% 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|

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