Plan Snapshot
- Plan Sponsor: Trustees Of Sheet Metal Workers' Local No. 9 Pension Plan
- Sponsor EIN: 840783596
- Sponsor Address: 1515 W. 47TH AVE, DENVER, CO, 80211
- Plan Type: DB
- Total Participants: 825
- Total Assets: $193.2M
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 | 825 | $193.2M | $9.0M | $0 |
| 2023 | 845 | $180.9M | $8.9M | $0 |
| 2022 | 800 | $166.0M | $8.2M | $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 | $29,942 | — | $29,942 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEGACY PROFESSIONALS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,942
- Estimated Expense Ratio: 0.015% 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 | $1,015,412 | $288,282 | $128,732 | $29,942 | — |
| 2023 | $900,222 | $297,030 | $119,820 | $29,847 | — |
| 2022 | $876,486 | $338,270 | $94,450 | — | $182,521 |