# Ri Sheet Metal Workers L17 Annuity Fd,Board Of Trustees DC Plan
Source: https://planprovider.pro/companies/ri-sheet-metal-workers-l17-annuity-fd-board-of-trustees-plan

> Ri Sheet Metal Workers L17 Annuity Fd,Board Of Trustees's DC plan: 213 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|

## Similar Plans

- [Kelvin Group Co](https://planprovider.pro/companies/kelvin-group-co-401k-plan) — 342 participants

- [Bot Sheet Metal Workers Local Union No.17 Supplemental Pension Fund](https://planprovider.pro/companies/bot-sheet-metal-workers-local-union-no-17-supplemental-pension-fund-plan) — 1,667 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ri-sheet-metal-workers-l17-annuity-fd-board-of-trustees-plan)

© 2026 PlanProvider.Pro