# Sheet Metal Workers Local 85 Pension Fund DB Plan
Source: https://planprovider.pro/companies/sheet-metal-workers-local-85-pension-fund-plan

> Sheet Metal Workers Local 85 Pension Fund's DB plan: 1,160 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 85 Pension Fund

- **Sponsor EIN:** 586084968

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

- **Plan Type:** DB

- **Total Participants:** 1,160

- **Total Assets:** $187.3M

## 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.|

| 2024|1,160|$187.3M|$10.4M|$0|

| 2023|1,055|$167.2M|$9.6M|$0|

| 2022|1,041|$148.0M|$8.9M|$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|

| ATLANTA CAPITAL MANAGEMENT|NONE|$313,125|—|$313,125|

| BARROW HANLEY MEWHINNEY & STRAUSS|NONE|$181,385|—|$181,385|

| LOOMIS SAYLES & COMPANY|NONE|$127,765|—|$127,765|

| SOUTHERN BENEFIT ADMINISTRATORS INC|NONE|$93,753|—|$93,753|

| ASB CAPITAL MANAGEMENT|NONE|$71,395|—|$71,395|

| UBS FINANCIAL SERVICES|NONE|$50,500|—|$50,500|

| HORIZON ACTUARIAL SERVICES|NONE|$47,170|—|$47,170|

| ARNALL GOLDEN GREGORY LLP|NONE|$33,938|—|$33,938|

| DANIELS, IRWIN & AYLOR|NONE|$21,125|—|$21,125|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [DANIELS, IRWIN & AYLOR](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:** $940,156

- **Estimated Expense Ratio:** 0.502% 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|$1,103,116|$747,503|$82,800|$21,125|—|

| 2023|$943,425|$612,563|$78,000|$21,425|—|

| 2022|$943,635|$631,275|$78,000|—|$102,484|

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