# Trustees Of Nat'L Stabilization Agreement Of The Sheet Metal Indstry T Health & Welfare Plan Source: https://planprovider.pro/companies/trustees-of-nat-l-stabilization-agreement-of-the-sheet-metal-indstry-t-521036457-501 > Trustees Of Nat'L Stabilization Agreement Of The Sheet Metal Indstry T's Health & Welfare plan: 24,907 participants, plan year 2024 financials, providers, an… Form 5500 filing data for plan year 2024. ## 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:** Health & Welfare - **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](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor - [SCHUCHAT, COOK & WERNER](https://planprovider.pro/provider/schuchat-cook-and-werner) — ERISA Attorney - [HARDING LOEVNER LP](https://planprovider.pro/provider/harding-loevner-lp) — Investment Advisor - [WEX HEALTH, INC.](https://planprovider.pro/provider/dla-piper) — 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| ## Similar Plans - [B/O/T United Association National Pension Fund](https://planprovider.pro/companies/b-o-t-united-association-national-pension-fund-plan) — 88,454 participants - [Trustees Of National Stabilization Agreement Of The Sheet Metal Indust](https://planprovider.pro/companies/trustees-of-national-stabilization-agreement-of-the-sheet-metal-indust-521036457-565) — 4,345 participants - [Atlantic Constructors, INC.](https://planprovider.pro/companies/atlantic-constructors-inc-401k-plan) — 1,079 participants - [United Air Temp](https://planprovider.pro/companies/united-air-temp-401k-plan) — 1,014 participants - [Southern Air INC.](https://planprovider.pro/companies/southern-air-inc-401k-plan) — 792 participants - [Moore'S Electrical & Mechanical Construction, INC.](https://planprovider.pro/companies/moore-s-electrical-mechanical-construction-inc-541598347-503) — 566 participants [View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-nat-l-stabilization-agreement-of-the-sheet-metal-indstry-t-521036457-501) © 2026 PlanProvider.Pro