# Sheet Metal Workers Local 441 Supplemental Pension Plan DB Plan
Source: https://planprovider.pro/companies/sheet-metal-workers-local-441-supplemental-pension-plan-plan

> Sheet Metal Workers Local 441 Supplemental Pension Plan's DB plan: 328 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 441 Supplemental Pension Plan

- **Sponsor EIN:** 636219747

- **Sponsor Address:** P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449

- **Plan Type:** DB

- **Total Participants:** 328

- **Total Assets:** $13.7M

## 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|328|$13.7M|$706,287|$0|

| 2023|199|$11.8M|$651,904|$0|

| 2022|275|$10.0M|$609,531|$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|

| HIGHLAND CAPITAL MANAGEMENT LLC|NONE|$56,251|—|$56,251|

| SOUTHERN BENEFIT ADMINISTRATORS|NONE|$50,783|—|$50,783|

| U.S. BANK|NONE|$23,422|—|$23,422|

| SOUTHERN ACTUARIAL SERVICES|NONE|$13,750|—|$13,750|

| DANIELS, IRWIN & AYLOR CPAS|NONE|$13,500|—|$13,500|

| BOYD WATTERSON|NONE|—|$13,089|$13,089|

### Verified Provider Profiles

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

- [U.S. BANK](https://planprovider.pro/provider/john-hancock) — NONE

- [DANIELS, IRWIN & AYLOR CPAS](https://planprovider.pro/provider/daniels-irwin-and-aylor) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $170,795

- **Estimated Expense Ratio:** 1.250% 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|$197,159|$79,674|$48,000|$13,500|—|

| 2023|$168,103|$58,538|$48,000|$11,300|—|

| 2022|$166,294|$57,906|$48,000|—|$34,066|

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