Plan Snapshot
- Plan Sponsor: Sheet Metal Workers Pension Trust
- Sponsor EIN: 516115939
- Sponsor Address: 3240B CONSTITUTION DRIVE, LIVERMORE, CA, 945517567
- Plan Type: DB
- Total Participants: 5,187
- Total Assets: $1.6B
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 | 5,187 | $1.6B | $137.5M | $0 |
| 2023 | 5,468 | $1.5B | $138.4M | $0 |
| 2022 | 5,496 | $1.4B | $133.4M | $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 |
|---|---|---|---|---|
| BENESYS, INC. | NONE | $1,564,203 | — | $1,564,203 |
| CK OPPORTUNITIES GP LLC | NONE | — | $1,145,557 | $1,145,557 |
| WASHINGTON CAPITAL MANAGEMENT, INC | NONE | $852,757 | — | $852,757 |
| GRAYSTONE CONSULTING | NONE | $769,036 | — | $769,036 |
| WITHUMSMITH+BROWN, PC | NONE | $452,611 | — | $452,611 |
| HORIZON ACTUARIAL SERVICES, LLC | NONE | $366,506 | — | $366,506 |
| NORTHWEST PLAN SERVICES | NONE | $276,779 | — | $276,779 |
| SALTZMAN & JOHNSON LAW CORPORATION | NONE | $273,454 | — | $273,454 |
| US BANK | NONE | $242,891 | — | $242,891 |
| CHARTWELL INVESTMENT PARTNERS, LLC | NONE | $230,072 | — | $230,072 |
| EARNEST PARTNERS, LLC | NONE | $192,537 | — | $192,537 |
| COMERICA BANK | NONE | $191,259 | — | $191,259 |
| SAGE ADVISORY | NONE | $175,767 | — | $175,767 |
| TRUCKER HUSS, APC | NONE | $150,604 | — | $150,604 |
| SLEVIN & HART, PC | NONE | $115,990 | — | $115,990 |
| SMART SOURCE LLC | NONE | $73,562 | — | $73,562 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | NONE | $59,523 | — | $59,523 |
| IRON MOUNTAIN INC. | NONE | $48,447 | — | $48,447 |
| KRAW LAW GROUP | NONE | $48,270 | — | $48,270 |
| MARSH & MCLENNAN AGENCY LLC | NONE | — | $45,659 | $45,659 |
| CAPFINANCIAL PARTNERS, LLC | NONE | $39,140 | — | $39,140 |
| J.P. MORGAN CHASE & CO | NONE | $23,174 | — | $23,174 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRAYSTONE CONSULTING — NONE
- WITHUMSMITH+BROWN, PC — NONE
- US BANK — NONE
- TRUCKER HUSS, APC — NONE
- SLEVIN & HART, PC — NONE
- MARSH & MCLENNAN AGENCY LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,337,798
- Estimated Expense Ratio: 0.459% 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 | $7,164,927 | $2,580,956 | $1,521,320 | $125,373 | — |
| 2023 | $8,373,894 | $3,974,618 | $1,521,320 | $115,828 | — |
| 2022 | $8,370,529 | $3,769,761 | $1,521,320 | — | $2,192,150 |