Plan Snapshot
- Plan Sponsor: Sheet Metal Workers International Association Local No 20
- Sponsor EIN: 352152220
- Sponsor Address: 1301 W FRANKLIN ST, EVANSVILLE, IN, 477101027
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 340
- Total Assets: $162,204
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 | 340 | $162,204 | $0 | $0 |
| 2024 | 340 | $144,860 | $47,741 | $0 |
| 2023 | 340 | $123,889 | $40,358 | $0 |
| 2022 | 340 | $113,985 | $42,303 | $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 |
|---|---|---|---|---|
| DISA GLOBAL SOLUTIONS | Other Service Provider | $12,946 | — | $12,946 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,946
- Estimated Expense Ratio: 7.981% 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 | $25,344 | — | — | $6,000 | — |
| 2024 | $5,000 | — | — | $5,000 | — |
| 2023 | $6,555 | — | — | $5,000 | — |
| 2022 | $6,352 | — | — | — | $5,000 |