Plan Snapshot
- Plan Sponsor: Trustees Of Sheet Metal Worker'S Union Local 29 Disability Trust
- Sponsor EIN: 480413828
- Sponsor Address: 1723 SOUTHWEST BLVD, WICHITA, KS, 67213
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 183
- Total Assets: $978,838
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 | 183 | $978,838 | $111,856 | $0 |
| 2023 | 174 | $876,731 | $112,902 | $0 |
| 2022 | 192 | $739,252 | $109,292 | $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 |
|---|---|---|---|---|
| SPENCER FANE, LLP | ERISA Attorney | $9,878 | — | $9,878 |
| MORROW & CO. LLC | Auditor | $9,000 | — | $9,000 |
| SOUTHWEST NATIONAL BANK TRUST DEPT. | Custodian / Trustee | $5,637 | — | $5,637 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SPENCER FANE, LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,515
- Estimated Expense Ratio: 2.505% 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 | $28,044 | — | $7,137 | $9,000 | — |
| 2023 | $19,497 | — | $6,872 | $9,815 | — |
| 2022 | $19,653 | — | $4,547 | — | $11,395 |