# Sheet Metal 7 Zone 3 Pension Fund DB Plan
Source: https://planprovider.pro/companies/sheet-metal-7-zone-3-pension-fund-386237161-001

> Sheet Metal 7 Zone 3 Pension Fund's DB plan: 227 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sheet Metal 7 Zone 3 Pension Fund

- **Sponsor EIN:** 386237161

- **Sponsor Address:** 700 TOWER DRIVE SUITE 300, TROY, MI, 480982808

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 227

- **Total Assets:** $65.6M

## 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|227|$65.6M|$4.8M|$0|

| 2023|189|$62.4M|$4.3M|$0|

| 2022|191|$60.1M|$3.5M|$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|

| MORGAN STANLEY SMITH BARNEY LLC|Investment Advisor|$116,130|—|$116,130|

| BENESYS INC.|Recordkeeper|$59,761|—|$59,761|

| CHEVY CHASE|Custodian / Trustee|$41,840|—|$41,840|

| ANCORA|Investment Advisor|$28,396|—|$28,396|

| SEGAL SBH|Investment Advisor|$24,088|—|$24,088|

| LEDBETTER PARISI LLC|ERISA Attorney|$21,396|—|$21,396|

| WRUBEL WESLEY & CO C.P.A.'S|Auditor|$15,330|—|$15,330|

| TCW|Investment Advisor|$14,379|—|$14,379|

| ARISTOTLE|Investment Advisor|$14,005|—|$14,005|

| BOSTON|Other Service Provider|$14,005|—|$14,005|

| CUNI, RUST & STRENK|Actuary|$13,283|—|$13,283|

| SAGE|Other Service Provider|$6,305|—|$6,305|

| SEIX|Investment Advisor|$5,616|—|$5,616|

### Verified Provider Profiles

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

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $374,534

- **Estimated Expense Ratio:** 0.571% 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|$437,926|$284,841|$54,150|$15,330|—|

| 2023|$456,735|$256,492|$53,352|$13,750|—|

| 2022|$465,347|$272,964|$52,330|—|$77,792|

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