# Trustees Of Sheet Metal Workers Local 20 Gary Area Pension Fund DB Plan
Source: https://planprovider.pro/companies/trustees-of-sheet-metal-workers-local-20-gary-area-pension-fund-plan

> Trustees Of Sheet Metal Workers Local 20 Gary Area Pension Fund's DB plan: 499 participants, plan year 2024 financials, providers, and benchmarks from Form 5…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Sheet Metal Workers Local 20 Gary Area Pension Fund

- **Sponsor EIN:** 356057213

- **Sponsor Address:** 6525 CENTURION DRIVE, LANSING, MI, 48917

- **Plan Type:** DB

- **Total Participants:** 499

- **Total Assets:** $112.6M

## 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|499|$112.6M|$6.6M|$0|

| 2023|499|$101.1M|$6.3M|$0|

| 2022|476|$89.5M|$6.1M|$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|NONE|$432,327|—|$432,327|

| THE SEGAL COMPANY (MIDWEST), INC.|NONE|$72,895|—|$72,895|

| TIC MIDWEST LLC|NONE|$64,113|—|$64,113|

| LEGACY PROFESSIONALS LLP|NONE|$49,398|—|$49,398|

| ASHER,GITTLER & D'ALBA, LTD|NONE|$47,096|—|$47,096|

| FIRST STATE TRUST COMPANY|NONE|$43,839|—|$43,839|

| VICTORY CAPITAL MANAGEMENT|NONE|$12,750|—|$12,750|

| LEGAL & GENERAL INVESTMENT MGMT|NONE|$5,861|—|$5,861|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $728,279

- **Estimated Expense Ratio:** 0.647% 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|$812,376|$450,938|$59,175|$47,013|—|

| 2023|$746,171|$392,359|$54,600|$44,850|—|

| 2022|$691,371|$432,739|$54,600|—|$132,872|

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