Plan Snapshot
- Plan Sponsor: Sheet Metal Workers Local No 63 Health And Welfare Fund
- Sponsor EIN: 046116422
- Sponsor Address: 1157 ADAMS STREET, 1ST FLOOR, DORCHESTER, MA, 02124
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $5.1M | $468,396 |
| 2023 | 335 | $4.2M | $5.6M | $476,484 |
| 2022 | 318 | $5.0M | $4.5M | $482,509 |
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 |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD | Other Service Provider | $231,335 | — | $231,335 |
| ELAINE LAFLEUR | Other Service Provider | $88,524 | — | $88,524 |
| SAVEON | Other Service Provider | $75,351 | — | $75,351 |
| FOLEY CONNELLY | Other Service Provider | $37,500 | — | $37,500 |
| MANZI & ASSOCIATES LLC | Other Service Provider | $30,080 | — | $30,080 |
| KRAKOW, SOURIS AND LANDRY | Other Service Provider | $23,251 | — | $23,251 |
| AJE FINANCIAL | Other Service Provider | $14,375 | — | $14,375 |
| COMPUDAT SYSTEMS | Other Service Provider | $11,600 | — | $11,600 |
| LAPIER, DILLON AND ASSOCIATES PC | Auditor | $10,878 | — | $10,878 |
| CBIZ SAVITZ | Other Service Provider | $8,500 | — | $8,500 |
| MODERN ASSISTANCE | Other Service Provider | $6,864 | — | $6,864 |
| SEGAL MARCO ADVISORS | Other Service Provider | $5,833 | — | $5,833 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LAPIER, DILLON AND ASSOCIATES PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $544,091
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 | $700,499 | — | — | $36,378 | — |
| 2023 | $723,999 | — | — | $16,910 | — |
| 2022 | $382,636 | — | — | — | $89,589 |