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
- 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. |
|---|---|---|---|---|
| 2025 | 227 | $65.6M | $0 | $0 |
| 2024 | 189 | $62.4M | $0 | $0 |
| 2023 | 191 | $60.1M | $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 |
|---|---|---|---|---|
| WESLEY HADDAD & CO LLC | Auditor | $15,330 | — | $15,330 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,330
- Estimated Expense Ratio: 0.023% 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 |
|---|---|---|---|---|---|
| 2025 | $437,926 | $284,841 | $54,150 | $15,330 | — |
| 2024 | $456,735 | $256,492 | $53,352 | $13,750 | — |
| 2023 | $465,347 | $272,964 | $52,330 | — | $77,792 |