# Toledo Area Sheet Metal Workers Pension Plan Joint Board Of Trustee DB Plan
Source: https://planprovider.pro/companies/toledo-area-sheet-metal-workers-pension-plan-joint-board-of-trustee-plan

> Toledo Area Sheet Metal Workers Pension Plan Joint Board Of Trustee's DB plan: 352 participants, plan year 2025 financials, providers, and benchmarks from Fo…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Toledo Area Sheet Metal Workers Pension Plan Joint Board Of Trustee

- **Sponsor EIN:** 346682530

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

- **Plan Type:** DB

- **Total Participants:** 352

- **Total Assets:** $49.4M

## 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|352|$49.4M|$0|$0|

| 2024|337|$46.6M|$0|$0|

| 2023|325|$44.0M|$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|$12,059|—|$12,059|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $12,059

- **Estimated Expense Ratio:** 0.024% 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|$459,731|$183,417|$75,217|$12,059|—|

| 2024|$429,987|$209,826|$74,385|$7,500|—|

| 2023|$491,852|$221,345|$73,567|—|$140,251|

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