# Sheet Metal Workers Local No. 17 Annuity Income Fund DC Plan
Source: https://planprovider.pro/companies/sheet-metal-workers-local-no-17-annuity-income-fund-plan

> Sheet Metal Workers Local No. 17 Annuity Income Fund's DC plan: 3,288 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 No. 17 Annuity Income Fund

- **Sponsor EIN:** 046394579

- **Sponsor Address:** 1157 ADAMS STREET, 1ST FLOOR, DORCHESTER, MA, 021245788

- **Plan Type:** DC

- **Total Participants:** 3,288

- **Total Assets:** $656.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|3,288|$656.3M|$0|$0|

| 2024|3,065|$616.7M|$0|$0|

| 2023|2,868|$540.5M|$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|

| MANZI & ASSOCIATES, LLC|Auditor|$30,950|—|$30,950|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $30,950

- **Estimated Expense Ratio:** 0.005% 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|$1,163,099|$655,530|$320,612|$30,950|—|

| 2024|$1,045,116|$552,633|$331,728|$94,880|—|

| 2023|$781,808|$445,156|$230,804|—|$70,367|

## Similar Plans

- [Athenahealth, INC.](https://planprovider.pro/companies/athenahealth-inc-401k-plan) — 4,628 participants

- [Enterprise Associates, LLC](https://planprovider.pro/companies/enterprise-associates-llc-401k-plan) — 513 participants

- [Harvey Tool Company, LLC](https://planprovider.pro/companies/harvey-tool-company-llc-401k-plan) — 494 participants

- [Veranex, INC.](https://planprovider.pro/companies/veranex-inc-401k-plan) — 339 participants

- [Virtual Incorporated](https://planprovider.pro/companies/virtual-incorporated-401k-plan) — 160 participants

- [Bicycle Health INC.](https://planprovider.pro/companies/bicycle-health-inc-plan-001) — 121 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sheet-metal-workers-local-no-17-annuity-income-fund-plan)

© 2026 PlanProvider.Pro