# Sheet Metal Workers Local No 63 Health And Welfare Fund 401(k) Plan
Source: https://planprovider.pro/companies/sheet-metal-workers-local-no-63-health-and-welfare-fund-046116422-501

> Sheet Metal Workers Local No 63 Health And Welfare Fund's 401(k) plan: 0 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 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](https://planprovider.pro/provider/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|

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