# Sheet Metal Workers Pension Fund Of Local Union DB Plan Source: https://planprovider.pro/companies/sheet-metal-workers-pension-fund-of-local-union-231494364-001 > Sheet Metal Workers Pension Fund Of Local Union's DB plan: 1,833 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 Pension Fund Of Local Union - **Sponsor EIN:** 231494364 - **Sponsor Address:** 1301 S. COLUMBUS BLVD., PHILADELPHIA, PA, 191475505 - **Plan Type:** DB - **Plan Number:** 001 - **Total Participants:** 1,833 - **Total Assets:** $519.2M ## 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|1,833|$519.2M|$42.5M|$0| | 2023|1,838|$487.2M|$39.6M|$0| | 2022|1,809|$469.6M|$39.6M|$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| | OLD GLORY ASSET MANAGEMENT|Other Service Provider|$377,162|—|$377,162| | INTERCONTINENTAL REAL ESTATE CORP|Other Service Provider|$313,483|—|$313,483| | BOYD WATTERSON ASSET MANAGEMENT LLC|Other Service Provider|$295,082|—|$295,082| | RBC GLOBAL ASSET MANAGEMENT INC|Recordkeeper|$264,110|—|$264,110| | HARDMAN JOHNSTON GLOBAL ADVISORS|Other Service Provider|$263,406|—|$263,406| | THOMAS KLINGENBERG|Other Service Provider|$225,056|—|$225,056| | INVESTMENT PERFORMANCE SERVICES, LL|Other Service Provider|$210,000|—|$210,000| | CHARTWELL INVESTMENT PARTNERS|Other Service Provider|$198,987|—|$198,987| | STONERIDGE INVESTMENT PARTNERS LLC|Other Service Provider|$193,510|—|$193,510| | NEW TOWER TRUST COMPANY|Other Service Provider|—|$168,747|$168,747| | DENNIS SIRAVO|Other Service Provider|$167,190|—|$167,190| | WASHINGTON CAPITAL MANAGEMENT, INC.|Other Service Provider|$163,680|—|$163,680| | CONESTOGA CAPITAL|Other Service Provider|—|$156,567|$156,567| | GREAT LAKES ADVISORS, LLC|Other Service Provider|$156,185|—|$156,185| | CHRISTOPHER DOWNEY|Other Service Provider|$134,344|—|$134,344| | BRIDGEWAY BENEFIT TECHNOLOGY|Other Service Provider|$133,766|—|$133,766| | NEUBERGER BERMAN|Other Service Provider|$124,566|—|$124,566| | NB ALTERNATIVES ADVISERS LLC|Other Service Provider|$110,000|—|$110,000| | NICOLE BRAKER|Other Service Provider|$88,909|—|$88,909| | KRISTEN N. SHEASLEY|Other Service Provider|$84,396|—|$84,396| | SPEAR WILDERMAN, PC|Other Service Provider|$77,388|—|$77,388| | MARYELLEN KANE|Other Service Provider|$76,695|—|$76,695| | SHERYLE MULHOLLAND|Other Service Provider|$75,920|—|$75,920| | ELIZABETH FORBES|Other Service Provider|$71,973|—|$71,973| | THE MCKEOGH COMPANY|Other Service Provider|$71,667|—|$71,667| | ASHLEY COYLE|Other Service Provider|$56,840|—|$56,840| | DEBRA CABIDA|Other Service Provider|$54,720|—|$54,720| | ENTRUST PARTNERS LLC|Other Service Provider|$53,417|—|$53,417| | SUSANIN WIDMAN & BRENNAN PC|Other Service Provider|$52,670|—|$52,670| | YANIRA RODRIGUEZ|Other Service Provider|$52,597|—|$52,597| | NOVAK FRANCELLA, LLC|Auditor|$51,052|—|$51,052| | ASHLEY GILDERMAN|Other Service Provider|$45,599|—|$45,599| | ZULIANA M VELEZ-OSORIO|Other Service Provider|$43,588|—|$43,588| | PRINCIPAL FINANCIAL GROUP, INC.|Other Service Provider|$36,894|—|$36,894| | THE NORTHERN TRUST INVESTMENTS, INC|Other Service Provider|$23,572|—|$23,572| | APOLLO ADVISORS VIII, L.P.|Other Service Provider|$19,792|—|$19,792| | RCP ADVISORS II LLC|Other Service Provider|—|$11,739|$11,739| | PAYCHEX INC|Recordkeeper|$9,671|—|$9,671| ### Verified Provider Profiles Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro: - [RBC GLOBAL ASSET MANAGEMENT INC](https://planprovider.pro/provider/royal-bank-of-canada) — Recordkeeper - [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor - [PAYCHEX INC](https://planprovider.pro/provider/paychex) — Recordkeeper ## Plan Fees & Expenses Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings. - **Total Service Provider Fees:** $4,714,940 - **Estimated Expense Ratio:** 0.908% 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|$8,009,622|$4,364,133|—|$44,000|—| | 2023|$7,326,315|$3,759,037|—|$59,524|—| | 2022|$7,464,260|$3,844,057|—|—|$249,990| ## Similar Plans - [Laborers District Council Of W PA Pension Fund Board Of Trustees](https://planprovider.pro/companies/laborers-district-council-of-w-pa-p-pension-fund-board-of-trustees-plan) — 6,572 participants - [Laborers District Council Of W. 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