# Trustees Of The Sheet Metal Workers Local 44 401(k) Plan
Source: https://planprovider.pro/companies/trustees-of-the-sheet-metal-workers-local-44-232143139-501

> Trustees Of The Sheet Metal Workers Local 44's 401(k) plan: 193 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 Sheet Metal Workers Local 44

- **Sponsor EIN:** 232143139

- **Sponsor Address:** 270 NORTH SHERMAN STREET, WILKES BARRE, PA, 187025316

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 193

- **Total Assets:** $2.9M

## 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|193|$2.9M|$4.1M|$617,963|

| 2023|207|$2.7M|$4.0M|$463,964|

| 2022|220|$2.2M|$4.4M|$400,998|

## 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|

| HIGHMARK INC|Other Service Provider|$62,800|—|$62,800|

| LAWRENCE C MUSGROVE ASSOCIATES|Other Service Provider|$33,000|—|$33,000|

| GUARDIAN LIFE INSURANCE COMPANY|Recordkeeper|$17,133|—|$17,133|

| ALAN ROSS & COMPANY PC|Other Service Provider|$11,080|—|$11,080|

| O'DONOGHUE & O'DONOGHUE|Other Service Provider|$7,520|—|$7,520|

| FOSTER & FOSTER|Other Service Provider|$7,185|—|$7,185|

| BERKSHIRE ASSET MANAGMENT|Other Service Provider|$7,078|—|$7,078|

### Verified Provider Profiles

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

- [GUARDIAN LIFE INSURANCE COMPANY](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $145,796

- **Estimated Expense Ratio:** 4.985% 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|$261,586|$7,078|$33,000|$12,541|—|

| 2023|$257,846|$4,797|$33,000|$11,998|—|

| 2022|$527,149|$4,893|$32,000|—|$29,171|

## Similar Plans

- [Hajoca Corporation](https://planprovider.pro/companies/hajoca-corporation-232203401-501) — 5,427 participants

- [Hajoca Corporation](https://planprovider.pro/companies/hajoca-corporation-plan-002) — 5,164 participants

- [Chromalox](https://planprovider.pro/companies/chromalox-401k-plan) — 478 participants

- [Robinson Fans Holdings, INC.](https://planprovider.pro/companies/robinson-fans-holdings-inc-401k-plan) — 417 participants

- [Advanced Cooling Technologies, INC.](https://planprovider.pro/companies/advanced-cooling-technologies-inc-401k-plan) — 403 participants

- [Mobile Climate Control, Corp.](https://planprovider.pro/companies/mobile-climate-control-corp-450701546-501) — 343 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-the-sheet-metal-workers-local-44-232143139-501)

© 2026 PlanProvider.Pro