# Trustees Of Sheet Metal Workers Local Union No. 80 Pension Fund DB Plan
Source: https://planprovider.pro/companies/trustees-of-sheet-metal-workers-local-union-no-80-pension-fund-386105633-001

> Trustees Of Sheet Metal Workers Local Union No. 80 Pension Fund's DB plan: 1,348 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Sheet Metal Workers Local Union No. 80 Pension Fund

- **Sponsor EIN:** 386105633

- **Sponsor Address:** 700 TOWER DRIVE, TROY, MI, 48044

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 1,348

- **Total Assets:** $421.7M

## 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|1,348|$421.7M|$26.3M|$0|

| 2023|1,303|$393.1M|$28.3M|$0|

| 2022|1,202|$345.9M|$23.3M|$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|

| MORGAN STANLEY SMITH BARNEY, LLC|Recordkeeper|$598,503|—|$598,503|

| WCM INVESTMENT MANAGEMENT|Other Service Provider|$382,149|—|$382,149|

| EAGLE CAPITAL MANAGEMENT, LLC|Investment Advisor|$341,527|—|$341,527|

| BENESYS, INC.|Other Service Provider|$213,048|—|$213,048|

| METROPOLITAN WEST ASSET MGMT|Other Service Provider|$134,320|—|$134,320|

| CENTERSQUARE INVESTMENT MGMT., INC.|Other Service Provider|$63,825|—|$63,825|

| UNITED ACTUARIAL SERVICES|Other Service Provider|$63,825|—|$63,825|

| STEFANSKY, HOOLOWWAY & NICHOLS, INC|Other Service Provider|$33,476|—|$33,476|

| BOYD WATTERSON ASSETMANAGMEENT LLC|Other Service Provider|$30,742|—|$30,742|

| WATKINS PAWLICK CALATI & PRIFTI, PC|Other Service Provider|$29,966|—|$29,966|

| BENDA, GRACE, STULZ & COMPANY, P.C.|Other Service Provider|$25,700|—|$25,700|

| THE PNC FINANCIAL SERVICES GROUP|Other Service Provider|$21,659|—|$21,659|

| AMERICAN GRAPHICS PRINTING COMPANY|Other Service Provider|$8,884|—|$8,884|

| MACQUEEN & ASSOCIATES, LLC|Other Service Provider|—|$8,156|$8,156|

| MLS GROUP OF COMPANIES|Other Service Provider|$7,750|—|$7,750|

### 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) — Recordkeeper

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,963,530

- **Estimated Expense Ratio:** 0.466% 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|$2,531,601|$1,626,099|$170,436|$25,700|—|

| 2023|$2,367,390|$1,750,168|$170,436|$22,600|—|

| 2022|$2,141,013|$1,531,367|$170,436|—|$230,632|

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