# Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund DB Plan
Source: https://planprovider.pro/companies/sheet-metal-workers-local-no-20-indianapolis-area-pension-fund-plan

> Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund's DB plan: 987 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund

- **Sponsor EIN:** 510168516

- **Sponsor Address:** 2828 EAST 45TH STREET, INDIANAPOLIS, IN, 462052403

- **Plan Type:** DB

- **Total Participants:** 987

- **Total Assets:** $211.7M

## 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|987|$211.7M|$12.1M|$0|

| 2023|886|$194.2M|$10.6M|$0|

| 2022|832|$174.2M|$9.2M|$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|

| MORGAN STANLEY SMITH BARNEY LLC|NONE|$553,704|—|$553,704|

| THE SEGAL COMPANY (MIDWEST), INC.|NONE|$89,916|—|$89,916|

| FIRST STATE TRUST COMPANY|NONE|$87,222|—|$87,222|

| SONYA HOWARD|EMPLOYEE|$34,544|—|$34,544|

| CYNTHIA PITMAN|FORMER EMPLOYEE|$34,300|—|$34,300|

| LEGACY PROFESSIONALS LLP|Auditor|$29,636|—|$29,636|

| CLIFTONLARSONALLEN LLP|NONE|$29,636|—|$29,636|

| LEDBETTER PARTNERS, LLC|NONE|$27,704|—|$27,704|

| VICTORY CAPITAL MANAGEMENT|NONE|$25,501|—|$25,501|

| LEGAL & GENERAL INVESTMENT MGMT|NONE|$11,946|—|$11,946|

| KMR SYSTEMS CORPORATION|NONE|$7,365|—|$7,365|

| SEGAL SELECT INSURANCE SERVICES INC|NONE|—|$5,744|$5,744|

### Verified Provider Profiles

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

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — NONE

- [SONYA HOWARD](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $937,218

- **Estimated Expense Ratio:** 0.443% 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|$1,300,576|$833,255|—|$29,636|—|

| 2023|$1,210,056|$847,200|—|$27,993|—|

| 2022|$1,252,980|$893,885|$144,174|—|$108,822|

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