# Sheet Metal Workers Lo 194 Industrial Pension Fund DB Plan
Source: https://planprovider.pro/companies/sheet-metal-workers-lo-194-industrial-pension-fund-plan

> Sheet Metal Workers Lo 194 Industrial Pension Fund's DB plan: 92 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 Lo 194 Industrial Pension Fund

- **Sponsor EIN:** 232203610

- **Sponsor Address:** 485 DEVON PARK DR STE 102, WAYNE, PA, 190871840

- **Plan Type:** DB

- **Total Participants:** 92

- **Total Assets:** $3.9M

## 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|92|$3.9M|$238,465|$0|

| 2023|90|$3.6M|$222,033|$0|

| 2022|87|$3.4M|$213,651|$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|

| ANTHONY M PONTARELLI CPA LLC|Auditor|$7,000|—|$7,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $7,000

- **Estimated Expense Ratio:** 0.180% 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|$84,236|$33,609|$10,800|$7,000|—|

| 2023|$80,144|$29,390|$10,800|$7,000|—|

| 2022|$79,030|$29,527|$10,800|—|$22,500|

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