# Sheet Metal Workers Local No 83 Annuity DC Plan
Source: https://planprovider.pro/companies/sheet-metal-workers-local-no-83-annuity-plan

> Sheet Metal Workers Local No 83 Annuity's DC plan: 309 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 83 Annuity

- **Sponsor EIN:** 141758410

- **Sponsor Address:** 900 COMMERCE DRIVE, CLIFTON PARK, NY, 120651312

- **Plan Type:** DC

- **Total Participants:** 309

- **Total Assets:** $43.8M

## 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|309|$43.8M|$2.3M|$0|

| 2023|319|$38.4M|$2.2M|$0|

| 2022|334|$33.7M|$2.2M|$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|

| NEXT FINANCIAL GROUP, INC.|NONE|—|$64,972|$64,972|

| NATIONWIDE LIFE INSURANCE COMPANY|NONE|$46,657|—|$46,657|

| TEAL, BECKER, AND CHIARAMONTE, CPAS|NONE|$15,000|—|$15,000|

| KRAKOW, SOURIS, & LANDRY, LLC|NONE|$10,000|—|$10,000|

| CREATIVE PENSION CONSULTANTS, INC.|NONE|$9,600|—|$9,600|

| JAMES M. SHEPPARD, CPA|NONE|$8,920|—|$8,920|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NATIONWIDE LIFE INSURANCE COMPANY](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — NONE

- [TEAL, BECKER, AND CHIARAMONTE, CPAS](https://planprovider.pro/provider/teal-becker-and-chiaramonte-cpas-pc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $155,149

- **Estimated Expense Ratio:** 0.354% 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|$77,678|—|$9,600|$15,000|—|

| 2023|$84,542|—|$18,325|$15,000|—|

| 2022|$94,325|—|—|—|$54,323|

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