# Trustees Of The Sheet Metal Workers Local 100 (Baltimore Area) Annuity DC Plan
Source: https://planprovider.pro/companies/trustees-of-the-sheet-metal-workers-local-100-baltimore-area-annuity-plan

> Trustees Of The Sheet Metal Workers Local 100 (Baltimore Area) Annuity's DC plan: 60 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of The Sheet Metal Workers Local 100 (Baltimore Area) Annuity

- **Sponsor EIN:** 521256774

- **Sponsor Address:** 9411 PHILADELPHIA RD STE S, BALTIMORE, MD, 212374168

- **Plan Type:** DC

- **Total Participants:** 60

- **Total Assets:** $21.1M

## 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|60|$21.1M|$219,861|$0|

| 2023|56|$21.3M|$231,562|$0|

| 2022|101|$19.7M|$399,441|$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|

| NOVAK FRANCELLA, LLC|Auditor|$11,000|—|$11,000|

### Verified Provider Profiles

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

- [NOVAK FRANCELLA, LLC](https://planprovider.pro/provider/novak-francella-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,000

- **Estimated Expense Ratio:** 0.052% 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|$165,878|$106,333|$9,077|$11,000|—|

| 2023|$185,198|$129,982|$8,320|$14,500|—|

| 2022|$186,493|$110,012|$9,077|—|$41,000|

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