Plan Snapshot
- Plan Sponsor: Sheet Metal Workers Local No. 4 Vacation Fund
- Sponsor EIN: 626080018
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449
- Plan Type: 401(k)
- Plan Number: 503
- Total Participants: 835
- Total Assets: $839,404
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 | 835 | $839,404 | $903,322 | $0 |
| 2023 | 895 | $822,980 | $822,289 | $0 |
| 2022 | 319 | $313,671 | $315,466 | $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 |
|---|---|---|---|---|
| DANIELS, IRWIN & AYLOR | Auditor | $1,950 | — | $1,950 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,950
- Estimated Expense Ratio: 0.232% 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 | $4,415 | — | — | $1,950 | — |
| 2023 | $4,174 | — | — | $2,100 | — |
| 2022 | $2,812 | — | — | — | $1,850 |