Plan Snapshot
- Plan Sponsor: Sheet Metal Workers Local No. 124 Pension Plan
- Sponsor EIN: 736145795
- Sponsor Address: 3717 NW 63RD ST STE 100, OKLAHOMA CITY, OK, 731161925
- Plan Type: DB
- Total Participants: 320
- Total Assets: $52.0M
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 | 320 | $52.0M | $0 | $0 |
| 2023 | 321 | $46.6M | $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 |
|---|---|---|---|---|
| MORROW & CO., LLC CPAS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $213,092 | — | $124,091 | — | — |
| 2023 | $177,620 | — | $94,393 | — | — |