Plan Snapshot
- Plan Sponsor: Sheet Metal Workers Pension Fund 46
- Sponsor EIN: 516123374
- Sponsor Address: 244 PAUL ROAD, ROCHESTER, NY, 146244992
- Plan Type: DB
- Total Participants: 381
- Total Assets: $108.8M
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. |
|---|---|---|---|---|
| 2025 | 381 | $108.8M | $0 | $0 |
| 2024 | 362 | $104.2M | $0 | $0 |
| 2023 | 355 | $99.8M | $0 | $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 |
|---|---|---|---|---|
| BONADIO & CO., LLP | Auditor | $46,100 | — | $46,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,100
- Estimated Expense Ratio: 0.042% 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 |
|---|---|---|---|---|---|
| 2025 | $932,428 | $554,134 | — | $46,100 | — |
| 2024 | $870,765 | $524,996 | — | — | — |
| 2023 | $895,266 | $535,596 | — | — | $143,386 |