# Jt Trustees Sheet Metal Wkrs #7 Zone 1 & 5 Cities DB Plan
Source: https://planprovider.pro/companies/jt-trustees-sheet-metal-wkrs-7-zone-1-5-cities-plan

> Jt Trustees Sheet Metal Wkrs #7 Zone 1 & 5 Cities's DB plan: 703 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jt Trustees Sheet Metal Wkrs #7 Zone 1 & 5 Cities

- **Sponsor EIN:** 386234066

- **Sponsor Address:** 700 TOWER DRIVE, SUITE 300, TROY, MI, 48098

- **Plan Type:** DB

- **Total Participants:** 703

- **Total Assets:** $147.7M

## 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|703|$147.7M|$0|$0|

| 2023|637|$114.0M|$0|$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|

| MANER COSTERISAN P.C.|Auditor|$22,500|—|$22,500|

### Verified Provider Profiles

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

- [MANER COSTERISAN P.C.](https://planprovider.pro/provider/maner-costerisan-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $22,500

- **Estimated Expense Ratio:** 0.015% 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|$425,607|—|$122,193|$22,500|—|

| 2023|$576,062|$24,000|$117,293|—|$96,953|

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