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

> Trustees Of Sheet Metal Workers Local #20 South Bend Area Pension Fund's DB plan: 297 participants, plan year 2025 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Sheet Metal Workers Local #20 South Bend Area Pension Fund

- **Sponsor EIN:** 356054275

- **Sponsor Address:** 2605 SOUTH MAIN STREET, SOUTH BEND, IN, 46614

- **Plan Type:** DB

- **Total Participants:** 297

- **Total Assets:** $36.0M

## 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.|

| 2025|297|$36.0M|$0|$0|

| 2024|198|$31.0M|$0|$0|

| 2023|188|$27.7M|$0|$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|

| LEGACY PROFESSIONALS LLP|Auditor|$8,400|—|$8,400|

### Verified Provider Profiles

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

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,400

- **Estimated Expense Ratio:** 0.023% 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|

| 2025|$217,977|$56,636|$22,500|$8,400|—|

| 2024|$239,495|$87,737|$22,500|$8,400|—|

| 2023|$199,796|$52,651|$22,500|—|$69,880|

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