# Sheet Metal Workers Local 46 Annuity Plan Board Of Trustees DC Plan
Source: https://planprovider.pro/companies/sheet-metal-workers-local-46-annuity-plan-board-of-trustees-plan

> Sheet Metal Workers Local 46 Annuity Plan Board Of Trustees's DC plan: 409 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Sheet Metal Workers Local 46 Annuity Plan Board Of Trustees

- **Sponsor EIN:** 161168659

- **Sponsor Address:** 244 PAUL ROAD, ROCHESTER, NY, 146244992

- **Plan Type:** DC

- **Total Participants:** 409

- **Total Assets:** $47.3M

## 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.|

| 2025|409|$47.3M|$0|$0|

| 2024|396|$43.6M|$0|$0|

| 2023|371|$39.0M|$0|$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|

| BONADIO & CO., LLP|Auditor|$15,750|—|$15,750|

### Verified Provider Profiles

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

- [BONADIO & CO., LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $15,750

- **Estimated Expense Ratio:** 0.033% 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|

| 2025|$134,550|$22,467|—|$15,750|—|

| 2024|$131,883|$20,673|—|$15,750|—|

| 2023|$143,040|$18,878|—|—|$42,128|

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