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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | Auditor | $125,373 | — | $125,373 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $125,373
- 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 |
|---|---|---|---|---|---|
| 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 |