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

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

- **Sponsor EIN:** 311484966

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

- **Plan Type:** DC

- **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.|

| 2025|436|$60.7M|$0|$0|

| 2024|423|$53.1M|$0|$0|

| 2023|416|$44.9M|$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|

| CLARK, SCHAEFER, HACKETT & CO.|Auditor|$20,854|—|$20,854|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $20,854

- **Estimated Expense Ratio:** 0.034% 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|$90,909|$34,096|$16,843|$20,854|—|

| 2024|$88,737|$6,053|$14,650|$46,221|—|

| 2023|$61,021|$14,923|—|—|$41,333|

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