# Sheet Metal Workers International Association Local No 20 401(k) Plan
Source: https://planprovider.pro/companies/sheet-metal-workers-international-association-local-no-20-352152220-501

> Sheet Metal Workers International Association Local No 20's 401(k) plan: 340 participants, plan year 2025 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2025.

## 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|

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