Plan Snapshot
- Plan Sponsor: Trustees Of Nat'L Stabilization Agreement Of The Sheet Metal Indstry T
- Sponsor EIN: 521036457
- Sponsor Address: 3180 FAIRVIEW PARK DRIVE, SUITE 150, FALLS CHURCH, VA, 22042
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 24,907
- Total Assets: $950.7M
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. |
|---|---|---|---|---|
| 2024 | 24,907 | $950.7M | $14.8M | $0 |
| 2023 | 23,840 | $877.2M | $13.7M | $0 |
| 2022 | 22,882 | $802.1M | $24.7M | $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 |
|---|---|---|---|---|
| SHEET METAL NATIONAL PENSION FUND | Other Service Provider | $747,611 | — | $747,611 |
| MORGAN STANLEY SMITH BARNEY LLC | Other Service Provider | $442,677 | — | $442,677 |
| KENNETH COLOMBO | Other Service Provider | $385,082 | — | $385,082 |
| THE SEGAL COMPANY, INC. | Other Service Provider | $270,768 | — | $270,768 |
| NICHOLAS DEVORE | Other Service Provider | $214,658 | — | $214,658 |
| ARISTOTLE CAPITAL MANAGEMENT, LLC | Other Service Provider | $166,996 | — | $166,996 |
| F/M INVESTMENTS LLC | Other Service Provider | $163,241 | — | $163,241 |
| TRUIST BANK | Other Service Provider | $159,834 | — | $159,834 |
| CHARTWELL INVESTMENT PARTNERS LLC | Other Service Provider | $159,104 | — | $159,104 |
| ILDIKO ST. PIERRE | Other Service Provider | $155,487 | — | $155,487 |
| DARRYL LEWIS | Other Service Provider | $145,165 | — | $145,165 |
| TCW ASSET MGMT COMPANY, LLC | Other Service Provider | $144,806 | — | $144,806 |
| RICE HALL JAMES & ASSOCIATES LLC | Other Service Provider | $136,659 | — | $136,659 |
| MAXIMUM TECHNOLOGIES, INC. | Other Service Provider | $136,185 | — | $136,185 |
| LEGACY PROFESSIONALS, LLP | Auditor | $134,825 | — | $134,825 |
| LOOMIS SAYLES TRUST COMPANY | Other Service Provider | $125,383 | — | $125,383 |
| COLE MULLIGAN | Other Service Provider | $124,192 | — | $124,192 |
| FOUNDRY PARTNERS LLC | Other Service Provider | $118,851 | — | $118,851 |
| VONDA OLIVER | Other Service Provider | $118,478 | — | $118,478 |
| SCHUCHAT, COOK & WERNER | ERISA Attorney | $116,056 | — | $116,056 |
| CHRISTINA ELLIOTT | Other Service Provider | $112,232 | — | $112,232 |
| PACIFIC INCOME ADVISERS, INC. | Other Service Provider | $107,798 | — | $107,798 |
| JAE SIM | Other Service Provider | $106,609 | — | $106,609 |
| EARNEST PARTNERS, LLC | Other Service Provider | $103,400 | — | $103,400 |
| HARDING LOEVNER LP | Investment Advisor | $99,879 | — | $99,879 |
| WEX HEALTH, INC. | ERISA Attorney | $98,693 | — | $98,693 |
| DANIELA GUILLEN | Other Service Provider | $97,833 | — | $97,833 |
| PHILLIP CAVE | Other Service Provider | $90,536 | — | $90,536 |
| ALYZA JANE PACHECO | Other Service Provider | $87,590 | — | $87,590 |
| DAVID KUMAH | Other Service Provider | $83,653 | — | $83,653 |
| MONDRIAN INVESTMENT PARTNERS | Other Service Provider | $82,283 | — | $82,283 |
| NATIONAL INVESTMENT SERVICES, LLC | Other Service Provider | $80,484 | — | $80,484 |
| FIERA CAPITAL, INC. | Other Service Provider | $76,825 | — | $76,825 |
| NICOLE DOVERTE | Other Service Provider | $74,167 | — | $74,167 |
| AMANDA BALAZEK | Other Service Provider | $71,449 | — | $71,449 |
| BLACKROCK INVESTMENT MGMT. LLC | Other Service Provider | $66,874 | — | $66,874 |
| BANK OF NEW YORK MELLON | Other Service Provider | $55,705 | — | $55,705 |
| SANDY ALEXANDER, INC. | Other Service Provider | $22,667 | — | $22,667 |
| CAPFINANCIAL PARTNERS, LLC | Other Service Provider | $21,501 | — | $21,501 |
| KATHLEEN HICKEY | Other Service Provider | $20,185 | — | $20,185 |
| KELLY PRESS, INC. | Other Service Provider | $18,213 | — | $18,213 |
| LEGAL & GENERAL INV. MGMT. AMERICA | Other Service Provider | $18,175 | — | $18,175 |
| SEGAL SELECT INS. SERVICES, INC. | Other Service Provider | — | $16,920 | $16,920 |
| HIPAATREK INC. | Other Service Provider | $16,838 | — | $16,838 |
| DELAWARE CAPITAL MANAGEMENT | Other Service Provider | $14,725 | — | $14,725 |
| ABEL NOSER LLC | Other Service Provider | $7,063 | — | $7,063 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS, LLP — Auditor
- SCHUCHAT, COOK & WERNER — ERISA Attorney
- HARDING LOEVNER LP — Investment Advisor
- WEX HEALTH, INC. — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,818,355
- Estimated Expense Ratio: 0.612% 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 | $6,478,075 | $2,148,779 | — | $134,825 | — |
| 2023 | $6,234,497 | $2,161,558 | — | $127,197 | — |
| 2022 | $6,180,673 | $2,350,880 | — | — | $467,438 |