# Trustees Of Sheet Metal Worker'S Union Local 29 Disability Trust 401(k) Plan
Source: https://planprovider.pro/companies/trustees-of-sheet-metal-worker-s-union-local-29-disability-trust-480413828-501

> Trustees Of Sheet Metal Worker'S Union Local 29 Disability Trust's 401(k) plan: 183 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

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

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-sheet-metal-worker-s-union-local-29-disability-trust-480413828-501)

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