Plan Snapshot
- Plan Sponsor: Sheet Metal Workers Local No. 4 Pension Plan
- Sponsor EIN: 620800645
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449
- Plan Type: DB
- Total Participants: 594
- Total Assets: $54.5M
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 | 594 | $54.5M | $5.2M | $0 |
| 2023 | 433 | $46.7M | $3.3M | $0 |
| 2022 | 247 | $41.9M | $2.0M | $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 |
|---|---|---|---|---|
| ZACKS INVESTMENT MANAGEMENT, INC. | NONE | $57,960 | — | $57,960 |
| SOUTHERN BENEFIT ADMINISTRATORS | NONE | $37,938 | — | $37,938 |
| STANDARD VALUATIONS, INC | NONE | $34,000 | — | $34,000 |
| GREAT GRAY TRUST COMPANY, LLC | NONE | — | $19,721 | $19,721 |
| DANIELS IRWIN & AYLOR | NONE | $19,100 | — | $19,100 |
| ASB ALLEGIANCE | NONE | $15,185 | — | $15,185 |
| GODWIN, MORRIS, LAURENZI, BLOOMFIEL | NONE | $11,074 | — | $11,074 |
| U.S. BANK | NONE | $8,755 | — | $8,755 |
| BOYD WATTERSON | NONE | $6,970 | — | $6,970 |
| OSBORN, CARREIRO & ASSOCIATES, INC. | NONE | $5,300 | — | $5,300 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANIELS IRWIN & AYLOR — NONE
- U.S. BANK — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $216,003
- Estimated Expense Ratio: 0.396% 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 | $237,936 | $122,870 | $36,000 | $19,100 | — |
| 2023 | $212,951 | $111,983 | $30,000 | $19,150 | — |
| 2022 | $214,516 | $113,051 | $30,000 | — | $32,232 |