# Sheet Metal Workers Local 22 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/sheet-metal-workers-local-22-annuity-fund-227375195-002

> Sheet Metal Workers Local 22 Annuity Fund's DC plan: 251 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 Local 22 Annuity Fund

- **Sponsor EIN:** 227375195

- **Sponsor Address:** 700 SWENSON DRIVE, KENILWORTH, NJ, 07033

- **Plan Type:** DC

- **Plan Number:** 002

- **Total Participants:** 251

- **Total Assets:** $82.7M

## 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|251|$82.7M|$3.0M|$0|

| 2023|241|$77.6M|$2.7M|$0|

| 2022|240|$70.7M|$2.6M|$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|

| UBS INVESTMENTS|Recordkeeper|$314,040|—|$314,040|

| BRIDGEWAY BENEFIT TECHNOLOGIES|Other Service Provider|$17,923|—|$17,923|

| MSPC|Auditor|$14,038|—|$14,038|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS INVESTMENTS](https://planprovider.pro/provider/aspire-financial-services) — Recordkeeper

- [MSPC](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $346,001

- **Estimated Expense Ratio:** 0.418% 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|$435,368|$314,040|—|$14,038|—|

| 2023|$382,331|$271,081|—|$13,200|—|

| 2022|$365,270|$231,906|—|—|$16,613|

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