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

> Sheet Metal 7 Zone 3 Pension Fund's DB plan: 227 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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