Plan Snapshot
- Plan Sponsor: Trustees Of National Stabilization Agreement Of The Sheet Metal Indust
- Sponsor EIN: 521036457
- Sponsor Address: 3180 FAIRVIEW PARK DRIVE, SUITE 150, FALLS CHURCH, VA, 22042
- Plan Type: Health & Welfare
- Plan Number: 565
- Total Participants: 4,345
- Total Assets: $699.0M
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 | 4,345 | $699.0M | $73.9M | $0 |
| 2023 | 3,879 | $583.4M | $68.5M | $0 |
| 2022 | 4,061 | $472.4M | $50.0M | $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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | Other Service Provider | $319,114 | — | $319,114 |
| ARISTOTLE CAPITAL MANAGEMENT, LLC | Other Service Provider | $120,383 | — | $120,383 |
| F/M INVESTMENTS LLC | Other Service Provider | $117,677 | — | $117,677 |
| CHARTWELL INVESTMENT PARTNERS LLC | Other Service Provider | $114,694 | — | $114,694 |
| TCW ASSET MGMT COMPANY, LLC | Other Service Provider | $104,387 | — | $104,387 |
| RICE HALL JAMES & ASSOCIATES LLC | Other Service Provider | $98,514 | — | $98,514 |
| LOOMIS SAYLES TRUST COMPANY | Other Service Provider | $90,385 | — | $90,385 |
| FOUNDRY PARTNERS LLC | Other Service Provider | $85,676 | — | $85,676 |
| TRUIST BANK | Other Service Provider | $81,242 | — | $81,242 |
| PACIFIC INCOME ADVISERS, INC. | Other Service Provider | $77,709 | — | $77,709 |
| EARNEST PARTNERS, LLC | Other Service Provider | $74,538 | — | $74,538 |
| HARDING LOEVNER LP | Investment Advisor | $72,000 | — | $72,000 |
| MONDRIAN INVESTMENT PARTNERS | Other Service Provider | $59,316 | — | $59,316 |
| NATIONAL INVESTMENT SERVICES, LLC | Other Service Provider | $58,019 | — | $58,019 |
| FIERA CAPITAL, INC. | Other Service Provider | $55,381 | — | $55,381 |
| BLACKROCK INVESTMENT MGMT. LLC | Other Service Provider | $48,207 | — | $48,207 |
| BANK OF NEW YORK MELLON | Other Service Provider | $40,156 | — | $40,156 |
| CAPFINANCIAL PARTNERS, LLC | Other Service Provider | $15,499 | — | $15,499 |
| LEGAL & GENERAL INV. MGMT. AMERICA | Other Service Provider | $13,102 | — | $13,102 |
| DELAWARE CAPITAL MANAGEMENT | Other Service Provider | $10,615 | — | $10,615 |
| ABEL NOSER LLC | Other Service Provider | $5,092 | — | $5,092 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARDING LOEVNER LP — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,661,706
- Estimated Expense Ratio: 0.238% 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 | $5,112,259 | $1,664,220 | — | — | — |
| 2023 | $4,855,781 | $1,563,143 | — | — | — |
| 2022 | $4,016,611 | $1,450,058 | — | — | — |