# Sheet Metal Workers Pension Trust DB Plan
Source: https://planprovider.pro/companies/sheet-metal-workers-pension-trust-plan

> Sheet Metal Workers Pension Trust's DB plan: 5,187 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 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](https://planprovider.pro/provider/morgan-stanley) — NONE

- [WITHUMSMITH+BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — NONE

- [US BANK](https://planprovider.pro/provider/john-hancock) — NONE

- [TRUCKER HUSS, APC](https://planprovider.pro/provider/trucker-huss-apc) — NONE

- [SLEVIN & HART, PC](https://planprovider.pro/provider/slevin-and-hart-pc) — NONE

- [MARSH & MCLENNAN AGENCY LLC](https://planprovider.pro/provider/marsh-mclennan-agency) — 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|

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