# Sheet Metal Workers Local 22 Education Fund 401(k) Plan
Source: https://planprovider.pro/companies/sheet-metal-workers-local-22-education-fund-221976682-999

> Sheet Metal Workers Local 22 Education Fund's 401(k) plan: 72 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 Education Fund

- **Sponsor EIN:** 221976682

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

- **Plan Type:** 401(k)

- **Plan Number:** 999

- **Total Participants:** 72

- **Total Assets:** $3.8M

## 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|72|$3.8M|$621,393|$0|

| 2023|68|$2.7M|$634,814|$0|

| 2022|57|$2.3M|$558,463|$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|

| MULLER BOHLIN ASSOCIATES, INC|Other Service Provider|$66,000|—|$66,000|

| CHARLES BEELITZ|Recordkeeper|$42,124|—|$42,124|

| JAMES W. BURKE|Recordkeeper|$35,285|—|$35,285|

| UBS FINANCIAL SERVICES INC|Investment Advisor|$24,533|—|$24,533|

| DTM CONSULTING, LLC|Other Service Provider|$12,462|—|$12,462|

### Verified Provider Profiles

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

- [CHARLES BEELITZ](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

- [JAMES W. BURKE](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/ubs-financial-services-inc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $180,404

- **Estimated Expense Ratio:** 4.690% 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|$625,318|$26,481|—|$4,500|—|

| 2023|$428,738|$12,182|—|$4,764|—|

| 2022|$463,664|$8,793|—|—|$9,774|

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