# Sheet Metal Workers Local 33 DC Plan
Source: https://planprovider.pro/companies/sheet-metal-workers-local-33-plan

> Sheet Metal Workers Local 33's DC plan: 3,973 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 33

- **Sponsor EIN:** 311524549

- **Sponsor Address:** 12515 CORPORATE DRIVE, PARMA, OH, 44130

- **Plan Type:** DC

- **Total Participants:** 3,973

- **Total Assets:** $176.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3,973|$176.5M|$16.6M|$0|

| 2023|3,783|$154.0M|$14.5M|$0|

| 2022|4,214|$129.7M|$13.8M|$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|

| CLARK, SCHAEFER, HACKETT & CO.|Auditor|$16,000|—|$16,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $16,000

- **Estimated Expense Ratio:** 0.009% 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|$301,972|$157,296|$71,561|$16,000|—|

| 2023|$389,390|$89,075|$73,476|$10,800|—|

| 2022|$292,530|$75,082|$140,194|—|$44,579|

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