# Trustees Of The Smw Local 218(D) Defined Contribution Plan DC Plan
Source: https://planprovider.pro/companies/trustees-of-the-smw-local-218-d-defined-contribution-plan-364048417-002

> Trustees Of The Smw Local 218(D) Defined Contribution Plan's DC plan: 119 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 Smw Local 218(D) Defined Contribution Plan

- **Sponsor EIN:** 364048417

- **Sponsor Address:** PO BOX 68994, INDIANAPOLIS, IN, 462680994

- **Plan Type:** DC

- **Plan Number:** 002

- **Total Participants:** 119

- **Total Assets:** $15.3M

## 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|119|$15.3M|$696,856|$0|

| 2023|116|$15.0M|$743,040|$0|

| 2022|125|$16.0M|$729,189|$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|

| HEALTHSCOPE BENEFITS|Other Service Provider|$30,000|—|$30,000|

| NORTHWESTERN MUTUAL WEALTH MGMNT CO|Investment Advisor|$28,993|—|$28,993|

| CALIBRE CPA GROUP PLLC|Auditor|$11,750|—|$11,750|

| JOHN HANCOCK RETIREMENT PLAN SERVIC|Recordkeeper|$10,120|—|$10,120|

| CAVANAUGH & O'HARA, LLP|Other Service Provider|$6,860|—|$6,860|

### Verified Provider Profiles

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

- [NORTHWESTERN MUTUAL WEALTH MGMNT CO](https://planprovider.pro/provider/northwestern-mutual) — Investment Advisor

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

- [JOHN HANCOCK RETIREMENT PLAN SERVIC](https://planprovider.pro/provider/john-hancock) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $87,723

- **Estimated Expense Ratio:** 0.573% 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|$101,879|$28,993|$30,000|$11,750|—|

| 2023|$117,202|$30,006|$41,043|$11,250|—|

| 2022|$103,199|$21,833|$38,717|—|$37,623|

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