# Trustees Of The Sheet Metal Workers Local 44 DC Plan
Source: https://planprovider.pro/companies/trustees-of-the-sheet-metal-workers-local-44-plan-002

> Trustees Of The Sheet Metal Workers Local 44's DC plan: 253 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:** 236751172

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

- **Plan Type:** DC

- **Total Participants:** 253

- **Total Assets:** $51.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|253|$51.2M|$1.6M|$0|

| 2023|322|$47.1M|$1.5M|$0|

| 2022|333|$42.5M|$1.6M|$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|

| ALAN ROSS AND COMPANY PC|Auditor|$10,541|—|$10,541|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $10,541

- **Estimated Expense Ratio:** 0.021% 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|$112,393|$52,400|$26,400|$10,541|—|

| 2023|$118,575|$59,547|$26,400|$9,999|—|

| 2022|$131,546|$54,624|$25,600|—|$37,826|

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