# Sheet Metal Workers Unions Local 24 DC Plan
Source: https://planprovider.pro/companies/sheet-metal-workers-unions-local-24-311484966-001

> Sheet Metal Workers Unions Local 24's DC plan: 436 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 Unions Local 24

- **Sponsor EIN:** 311484966

- **Sponsor Address:** 1440 KEMPER MEADOW DR., CINCINNATI, OH, 45240

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 436

- **Total Assets:** $60.7M

## 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|436|$60.7M|$3.2M|$0|

| 2023|423|$53.1M|$2.5M|$0|

| 2022|416|$44.9M|$2.3M|$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|

| EMPOWER ANNUITY INSURANCE COMPANY|Other Service Provider|$66,398|—|$66,398|

| HORAN SECURITIES INC.|Other Service Provider|$28,043|—|$28,043|

| CLARK, SCHAEFER, HACKETT & CO.|Other Service Provider|$20,854|—|$20,854|

| LEDBETTER PARISI SOLLARS LLC|Other Service Provider|$16,317|—|$16,317|

| MACEY VENTURES LLC DBA|Other Service Provider|$10,595|—|$10,595|

| ARTHUR J. GALLAGHER|Investment Advisor|$6,053|—|$6,053|

| MURPHY INSURANCE AGENCY INC.|Other Service Provider|$5,948|—|$5,948|

### Verified Provider Profiles

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

- [ARTHUR J. GALLAGHER](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $154,208

- **Estimated Expense Ratio:** 0.254% 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|$90,909|$34,096|$16,843|$20,854|—|

| 2023|$88,737|$6,053|$14,650|$46,221|—|

| 2022|$61,021|$14,923|—|—|$41,333|

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