Plan Snapshot
- Plan Sponsor: Trustees Of Metal Lathing Ind. Gen Pen Plan & Gen Pen Fund
- Sponsor EIN: 526123548
- Sponsor Address: 1000 N. WEST STREET SUITE 1267, WILMINGTON, DE, 19801
- Plan Type: DB
- Total Participants: 0
- Total Assets: $4.5M
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 | 0 | $4.5M | $0 | $0 |
| 2023 | 0 | $4.6M | $0 | $0 |
| 2022 | 0 | $4.6M | $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 |
|---|---|---|---|---|
| CYPHER & CYPHER | Auditor | $9,861 | — | $9,861 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,861
- Estimated Expense Ratio: 0.221% 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 | $239,575 | $20,000 | $108,144 | $9,861 | — |
| 2023 | $223,806 | $21,295 | $103,980 | $9,682 | — |
| 2022 | $201,890 | $20,530 | $100,499 | — | $25,443 |