# Trustees Of The Local 202 Sheet Metal Workers Pension Fund DB Plan
Source: https://planprovider.pro/companies/trustees-of-the-local-202-sheet-metal-workers-pension-fund-plan

> Trustees Of The Local 202 Sheet Metal Workers Pension Fund's DB plan: 11 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 The Local 202 Sheet Metal Workers Pension Fund

- **Sponsor EIN:** 430435782

- **Sponsor Address:** P.O. BOX 12260, ST. LOUIS, MO, 631570260

- **Plan Type:** DB

- **Total Participants:** 11

- **Total Assets:** $18.4M

## 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|11|$18.4M|$0|$0|

| 2023|14|$18.4M|$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|

| KERBER, ECK & BRAECKEL LLP|Auditor|$11,597|—|$11,597|

### Verified Provider Profiles

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

- [KERBER, ECK & BRAECKEL LLP](https://planprovider.pro/provider/kerber-eck-and-braeckel-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,597

- **Estimated Expense Ratio:** 0.063% 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|$176,494|—|$39,410|$11,597|—|

| 2023|$142,746|$15,803|$29,339|—|$56,806|

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