# Sheet Metal Workers Pension Fund Of Local Union DB Plan
Source: https://planprovider.pro/companies/sheet-metal-workers-pension-fund-of-local-union-plan

> Sheet Metal Workers Pension Fund Of Local Union's DB plan: 1,833 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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

- **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.|

| 2025|1,833|$519.2M|$0|$0|

| 2024|1,838|$487.2M|$0|$0|

| 2023|1,809|$469.6M|$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|

| NOVAK FRANCELLA, LLC|Auditor|$44,000|—|$44,000|

### Verified Provider Profiles

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

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $44,000

- **Estimated Expense Ratio:** 0.008% 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|$8,009,622|$4,364,133|—|$44,000|—|

| 2024|$7,326,315|$3,759,037|—|$59,524|—|

| 2023|$7,464,260|$3,844,057|—|—|$249,990|

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