Plan Snapshot
- Plan Sponsor: Sheet Metal Workers Intl Assn Local Union 19 Supplemental Unemployment
- Sponsor EIN: 232681497
- Sponsor Address: 1301 S. COLUMBUS BLVD, PHILADELPHIA, PA, 19147
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,864
- Total Assets: $11.8M
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 | 1,864 | $11.8M | $7.2M | $0 |
| 2023 | 1,868 | $8.1M | $6.3M | $0 |
| 2022 | 1,837 | $6.5M | $5.4M | $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 |
|---|---|---|---|---|
| SHEET METAL WORKERS LOC #19 PENSION | Other Service Provider | $426,941 | — | $426,941 |
| CHARTWELL INVESTMENT PARTNERS LLC | Other Service Provider | $21,795 | — | $21,795 |
| NOVAK FRANCELLA LLC | Auditor | $11,100 | — | $11,100 |
| TD BANK N.A. | Other Service Provider | $9,714 | — | $9,714 |
| THE MCKEOGH COMPANY | Other Service Provider | $7,000 | — | $7,000 |
| PRINCIPAL CUSTODY SOLUTIONS | Other Service Provider | $6,180 | — | $6,180 |
| SPEAR WILDERMAN | Other Service Provider | $6,060 | — | $6,060 |
| SUSANIN, WIDMAN & BRENNAN | Other Service Provider | $5,630 | — | $5,630 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVAK FRANCELLA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $494,420
- Estimated Expense Ratio: 4.174% 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 | $509,331 | $24,795 | — | $11,100 | — |
| 2023 | $506,669 | $17,464 | — | $11,200 | — |
| 2022 | $439,019 | $18,929 | — | — | $28,910 |