# Sheet Metal Workers International Assoc., Local 3 401(k) Plan
Source: https://planprovider.pro/companies/sheet-metal-workers-international-assoc-local-3-plan

> Sheet Metal Workers International Assoc., Local 3's 401(k) plan: 688 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 Workers International Assoc., Local 3

- **Sponsor EIN:** 470795205

- **Sponsor Address:** 3333 SOUTH 24TH STREET, OMAHA, NE, 681081852

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

- **Total Participants:** 688

- **Total Assets:** $50.3M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|688|$50.3M|$0|$0|

| 2023|570|$43.4M|$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|

| O'DONNEL, FICENEC|Auditor|$50,000|—|$50,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $50,000

- **Estimated Expense Ratio:** 0.099% 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|$93,434|—|$40,584|$50,000|—|

| 2023|$105,294|—|—|—|$105,294|

## Similar Plans

- [Board Of Trustees Plumbers Local Union No. 16 Defined Contribution Pla](https://planprovider.pro/companies/board-of-trustees-plumbers-local-union-no-16-defined-contribution-pla-plan) — 531 participants

- [Board Of Trustees Plumbers Local Union No. 16 Pension Plan](https://planprovider.pro/companies/board-of-trustees-plumbers-local-union-no-16-pension-plan-plan) — 531 participants

- [Hastings Management Company 401(K)](https://planprovider.pro/companies/hastings-management-company-401-k-401k-plan) — 192 participants

- [Standard Heating & Air Conditioning, INC.](https://planprovider.pro/companies/standard-heating-air-conditioning-inc-401k-plan-001) — 187 participants

- [Board Of Trustees Steamfitters Local Union No. 464](https://planprovider.pro/companies/board-of-trustees-steamfitters-local-union-no-464-plan) — 1,196 participants

- [Standard Heating & Air Conditioning](https://planprovider.pro/companies/standard-heating-air-conditioning-plan) — 145 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sheet-metal-workers-international-assoc-local-3-plan)

© 2026 PlanProvider.Pro