Plan Snapshot
- Plan Sponsor: Sheet Metal, Air, Rail, And Transportation (Smart)
- Sponsor EIN: 341031303
- Sponsor Address: 6060 ROCKSIDE WOODS BLVD N, STE 325, INDEPENDENCE, OH, 441312378
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 9,472
- Total Assets: $25.2M
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 | 9,472 | $25.2M | $5.0M | $0 |
| 2023 | 8,883 | $23.4M | $7.0M | $0 |
| 2022 | 9,177 | $19.2M | $8.8M | $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 |
|---|---|---|---|---|
| ANGELIQUE NEW | Other Service Provider | $84,382 | — | $84,382 |
| DARREN TOLLIVER | Other Service Provider | $41,004 | — | $41,004 |
| CHRIS CHRISTIANSON | Other Service Provider | $26,016 | — | $26,016 |
| MOONEY,GREEN,SAINDON,MURPHY & WELCH | ERISA Attorney | $21,142 | — | $21,142 |
| CLEARSTEAD ADVISORS LLC | Investment Advisor | $20,370 | — | $20,370 |
| DAVID LIDDLE | Other Service Provider | $19,293 | — | $19,293 |
| CALIBRE CPA GROUP PLLC | Auditor | $16,120 | — | $16,120 |
| SEGAL SELECT INSURANCE SERVICES INC | Insurance Carrier | $14,930 | — | $14,930 |
| CHRISTOPHER MALLEY | Other Service Provider | $5,989 | — | $5,989 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $249,246
- Estimated Expense Ratio: 0.989% 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 | $389,393 | $24,370 | — | $12,120 | — |
| 2023 | $334,897 | $20,850 | — | $21,150 | — |
| 2022 | $282,461 | $13,824 | $195,881 | — | $21,220 |