# Sheet Metal Workers Local No. 4 Pension Plan DB Plan
Source: https://planprovider.pro/companies/sheet-metal-workers-local-no-4-pension-plan-plan

> Sheet Metal Workers Local No. 4 Pension Plan's DB plan: 594 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. 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](https://planprovider.pro/provider/daniels-irwin-and-aylor) — NONE

- [U.S. BANK](https://planprovider.pro/provider/john-hancock) — 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|

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