# Trustees Of Sheet Metal Workers Local 33 Pension Plan DB Plan
Source: https://planprovider.pro/companies/trustees-of-sheet-metal-workers-local-33-pension-plan-346514741-001

> Trustees Of Sheet Metal Workers Local 33 Pension Plan's DB plan: 457 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Sheet Metal Workers Local 33 Pension Plan

- **Sponsor EIN:** 346514741

- **Sponsor Address:** 12515 CORPORATE DRIVE, PARMA, OH, 44130

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 457

- **Total Assets:** $200.3M

## 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|457|$200.3M|$9.2M|$0|

| 2023|472|$187.3M|$8.6M|$0|

| 2022|456|$175.9M|$7.3M|$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|

| SILCHESTER INTERNATIONAL INVESTORS|Other Service Provider|$277,518|—|$277,518|

| EAGLE CAPITAL MANAGEMENT|Investment Advisor|$161,073|—|$161,073|

| INCOME RESEARCH & MANAGEMENT|Other Service Provider|$121,269|—|$121,269|

| MERCER INVESTMENTS LLC|Investment Advisor|$95,349|—|$95,349|

| ARBOR CAPITAL MANAGEMENT|Other Service Provider|$77,646|—|$77,646|

| KAYNE ANDERSON RUDNICK INVESTMENT|Other Service Provider|$77,185|—|$77,185|

| KEYBANK TRUST|Other Service Provider|$70,964|—|$70,964|

| STONE HARBOR INVESTMENT PARTNERS|Other Service Provider|$68,347|—|$68,347|

| BENESYS, INC.|Other Service Provider|$65,315|—|$65,315|

| SEGAL CONSULTING|Other Service Provider|$63,690|—|$63,690|

| ALLOTTA FARLEY CO. LPA|Other Service Provider|$26,550|—|$26,550|

| CLARK, SCHAEFER, HACKETT & CO.|Other Service Provider|$25,500|—|$25,500|

| SMW FRINGE BENEFIT FUNDS, INC.|Other Service Provider|$12,847|—|$12,847|

### Verified Provider Profiles

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

- [EAGLE CAPITAL MANAGEMENT](https://planprovider.pro/provider/eagle-capital-management-llc) — Investment Advisor

- [MERCER INVESTMENTS LLC](https://planprovider.pro/provider/mercer-advisors) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,143,253

- **Estimated Expense Ratio:** 0.571% 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|$1,313,697|$1,013,786|$68,239|$24,000|—|

| 2023|$1,253,307|$927,556|$64,767|$19,500|—|

| 2022|$1,170,112|$890,225|$67,167|—|$101,839|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-sheet-metal-workers-local-33-pension-plan-346514741-001)

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