# Sheet Metal, Air, Rail And Transportation Union (Smart) 401(k) Plan
Source: https://planprovider.pro/companies/sheet-metal-air-rail-and-transportation-union-smart-341031303-507

> Sheet Metal, Air, Rail And Transportation Union (Smart)'s 401(k) plan: 62 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, Air, Rail And Transportation Union (Smart)

- **Sponsor EIN:** 341031303

- **Sponsor Address:** 6060 ROCKSIDE WOODS BLVD, INDEPENDENCE, OH, 44131

- **Plan Type:** 401(k)

- **Plan Number:** 507

- **Total Participants:** 62

- **Total Assets:** $6.4M

## 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|62|$6.4M|$2.2M|$420,048|

| 2023|54|$5.6M|$1.9M|$380,919|

| 2022|52|$4.7M|$1.9M|$370,380|

## 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|

| CALIBRE CPA GROUP|Auditor|$11,250|—|$11,250|

| CLEARSTEAD ADVISORS, LLC|Other Service Provider|$5,167|—|$5,167|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP](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:** $16,417

- **Estimated Expense Ratio:** 0.256% 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|$25,958|$5,167|—|$11,250|—|

| 2023|$36,649|$1,910|—|$10,500|—|

| 2022|$22,025|$2,907|—|—|$3,346|

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