# Sheet Metal Workers Local No. 4 Vacation Fund 401(k) Plan
Source: https://planprovider.pro/companies/sheet-metal-workers-local-no-4-vacation-fund-626080018-503

> Sheet Metal Workers Local No. 4 Vacation Fund's 401(k) plan: 835 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 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|

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