# Sheet Metal Workers Local No. 124 Pension Plan DB Plan
Source: https://planprovider.pro/companies/sheet-metal-workers-local-no-124-pension-plan-plan

> Sheet Metal Workers Local No. 124 Pension Plan&#39;s DB plan: 320 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 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|—|—|

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