# Trustees Of National Stabilization Agreement Of The Sheet Metal Indust Health & Welfare Plan
Source: https://planprovider.pro/companies/trustees-of-national-stabilization-agreement-of-the-sheet-metal-indust-521036457-565

> Trustees Of National Stabilization Agreement Of The Sheet Metal Indust's Health & Welfare plan: 4,345 participants, plan year 2024 financials, providers, and…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-national-stabilization-agreement-of-the-sheet-metal-indust-521036457-565)

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