# The Trustees Of Sheet Metal Workers' Local Union No 80 Annuity 401(k) Plan
Source: https://planprovider.pro/companies/the-trustees-of-sheet-metal-workers-local-union-no-80-annuity-382941426-002

> The Trustees Of Sheet Metal Workers' Local Union No 80 Annuity's 401(k) plan: 1,676 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Trustees Of Sheet Metal Workers' Local Union No 80 Annuity

- **Sponsor EIN:** 382941426

- **Sponsor Address:** 700 TOWER DRIVE, SUITE 300, TROY, MI, 480982808

- **Plan Type:** 401(k)

- **Plan Number:** 002

- **Total Participants:** 1,676

- **Total Assets:** $129.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,676|$129.5M|$4.7M|$2.2M|

| 2023|1,656|$121.1M|$4.8M|$2.1M|

| 2022|1,542|$105.1M|$3.8M|$1.8M|

## 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|

| JOHN HANCOCK|Recordkeeper|$116,126|—|$116,126|

| MORGAN STANLEY|Recordkeeper|$70,001|—|$70,001|

| BENESYS, INC|Other Service Provider|$17,481|—|$17,481|

| BENDA, GRACE, STULZ & COMPANY, P.C.|Other Service Provider|$17,150|—|$17,150|

| WATKINS PAWLICK CALATI & PRIFTI PC|Other Service Provider|$12,150|—|$12,150|

| THE PNC FINANCIAL SERVICES GROUP|Other Service Provider|$11,440|—|$11,440|

### Verified Provider Profiles

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

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $244,348

- **Estimated Expense Ratio:** 0.189% 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|$281,863|$170,378|$14,364|$17,150|—|

| 2023|$278,861|$69,999|$14,364|$16,500|—|

| 2022|$260,725|$164,037|$14,364|—|$42,883|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-trustees-of-sheet-metal-workers-local-union-no-80-annuity-382941426-002)

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