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 |
|---|---|---|---|---|
| SLEVIN & HART PC | ERISA Attorney | $152,701 | — | $152,701 |
| REHN & ASSOCIATES | Other Service Provider | $151,264 | — | $151,264 |
| RAEL & LETSON | Other Service Provider | $147,009 | — | $147,009 |
| MEKETA INVESTMENT GROUP | Other Service Provider | $135,000 | — | $135,000 |
| ASB CAPITAL MANAGEMENT | Other Service Provider | $74,630 | — | $74,630 |
| SEGALL BRYANT & HAMILL, LLC | Other Service Provider | $59,795 | — | $59,795 |
| SHEET METAL WORKERS LOCAL NO. 9 | Other Service Provider | $56,145 | — | $56,145 |
| LEGACY PROFESSIONALS LLP | Auditor | $33,758 | — | $33,758 |
| US BANK NATIONAL ASSOCIATION | Recordkeeper | $31,616 | — | $31,616 |
| STATE STREET GLOBAL ADVISORS TRUST | Other Service Provider | $18,857 | — | $18,857 |
| THE SEGAL COMPANY (WESTERN STATES) | Recordkeeper | $11,700 | — | $11,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLEVIN & HART PC — ERISA Attorney
- LEGACY PROFESSIONALS LLP — Auditor
- US BANK NATIONAL ASSOCIATION — Recordkeeper
- THE SEGAL COMPANY (WESTERN STATES) — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $872,475
- Estimated Expense Ratio: 0.452% 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 |