# Sheet Metal, Air, Rail, And Transportation (Smart) Health & Welfare Plan
Source: https://planprovider.pro/companies/sheet-metal-air-rail-and-transportation-smart-341031303-502

> Sheet Metal, Air, Rail, And Transportation (Smart)'s Health & Welfare plan: 9,472 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

## Similar Plans

- [Sheet Metal, Air, Rail, And Transportation (Smart)](https://planprovider.pro/companies/sheet-metal-air-rail-and-transportation-smart-341031303-505) — 922 participants

- [Board Of Trustees Of Plumbers Local 55 Defined Contribution Retirement](https://planprovider.pro/companies/board-of-trustees-of-plumbers-local-55-defined-contribution-plan) — 914 participants

- [Pipe Fitters Local Union No. 120 Insurance Fund](https://planprovider.pro/companies/pipe-fitters-local-union-no-120-insurance-fund-340747441-501) — 818 participants

- [Plumbers & Pipefitters Local 94](https://planprovider.pro/companies/plumbers-pipefitters-local-94-341324020-001) — 701 participants

- [Joint Board Of Trustees Plumbers Union Local 55 H&W](https://planprovider.pro/companies/joint-board-of-trustees-plumbers-union-local-55-h-w-340754952-501) — 515 participants

- [Joint Board Of Trustees Plumbers Union Local 55 Pension Plan](https://planprovider.pro/companies/joint-board-of-trustees-plumbers-union-local-55-pension-plan-plan) — 459 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sheet-metal-air-rail-and-transportation-smart-341031303-502)

© 2026 PlanProvider.Pro