Plan Snapshot
- Plan Sponsor: Trustees Of Sheet Metal Workers Int'L Association Local No. 73
- Sponsor EIN: 205002115
- Sponsor Address: 4530 ROOSEVELT ROAD, HILLSIDE, IL, 60162
- Plan Type: DC
- Plan Number: 003
- Total Participants: 1,739
- Total Assets: $707.5M
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 | 1,739 | $707.5M | $40.0M | $0 |
| 2023 | 1,764 | $653.0M | $40.2M | $0 |
| 2022 | 2,190 | $560.3M | $39.9M | $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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $123,099 | — | $123,099 |
| LEGACY PROFESSIONALS LLP | Auditor | $54,132 | — | $54,132 |
| MARQUETTE ASSOCIATES, INC | Other Service Provider | $40,000 | — | $40,000 |
| MAGALY NAVA | Other Service Provider | $34,146 | — | $34,146 |
| GREGORIO, STEC, KLEIN & HOSE | Other Service Provider | $32,156 | — | $32,156 |
| FIDELITY INVESTMENTS INSTL OPS | Recordkeeper | $31,548 | — | $31,548 |
| SEGAL SELECT INSURANCE SERVICES | Other Service Provider | $14,415 | — | $14,415 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | Other Service Provider | $10,754 | — | $10,754 |
| CALIBRE CPA GROUP, LLC | Auditor | $9,358 | — | $9,358 |
| RICHARD WOLF & CO | Other Service Provider | $7,941 | — | $7,941 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
- LEGACY PROFESSIONALS LLP — Auditor
- FIDELITY INVESTMENTS INSTL OPS — Recordkeeper
- CALIBRE CPA GROUP, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $357,549
- Estimated Expense Ratio: 0.051% 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 | $556,514 | $194,647 | — | $24,850 | — |
| 2023 | $651,230 | $218,520 | — | $24,488 | — |
| 2022 | $746,112 | $230,412 | — | — | $105,797 |