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

> The Trustees Of Sheet Metal Workers' Local Union No 80 Annuity's DC plan: 1,676 participants, plan year 2025 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2025.

## 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:** DC

- **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.|

| 2025|1,676|$129.5M|$0|$0|

| 2024|1,656|$121.1M|$0|$0|

| 2023|1,542|$105.1M|$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|

| BENDA, GRACE, STULZ & COMPANY, P.C.|Auditor|$17,150|—|$17,150|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $17,150

- **Estimated Expense Ratio:** 0.013% 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|$281,863|$170,378|$14,364|$17,150|—|

| 2024|$278,861|$69,999|$14,364|$16,500|—|

| 2023|$260,725|$164,037|$14,364|—|$42,883|

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