Plan Snapshot
- Plan Sponsor: Ri Sheet Metal Workers L17 Annuity Fd,Board Of Trustees
- Sponsor EIN: 050398597
- Sponsor Address: 200 MIDWAY ROAD, CRANSTON, RI, 02920
- Plan Type: DC
- Total Participants: 213
- Total Assets: $0
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 | 213 | $0 | $134,199 | $0 |
| 2023 | 213 | $21.5M | $1.1M | $0 |
| 2022 | 202 | $18.7M | $1.1M | $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 MARCO ADVISORS | NONE | $125,746 | — | $125,746 |
| RODIO & URSILLO LTD | NONE | $33,600 | — | $33,600 |
| WARD FISHER & COMPANY | NONE | $32,400 | — | $32,400 |
| ADMINISTRATION SERVICES, INC. | NONE | $26,460 | — | $26,460 |
| COMERICA | NONE | $13,230 | — | $13,230 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $231,436
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 | $105,404 | $34,836 | $9,923 | $31,300 | — |
| 2023 | $134,946 | $62,873 | — | $16,200 | — |
| 2022 | $124,873 | $69,642 | $13,230 | — | $24,850 |