Plan Snapshot
- Plan Sponsor: Trustees-Sheet Metal Workers' Local 270 Dc Pension Plan
- Sponsor EIN: 272519987
- Sponsor Address: 1863 N 105TH E AVE, TULSA, OK, 741161513
- Plan Type: DC
- Total Participants: 396
- Total Assets: $8.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 396 | $8.7M | $113,979 | $405,728 |
| 2023 | 297 | $7.7M | $86,064 | $323,180 |
| 2022 | 217 | $6.2M | $96,667 | $295,934 |
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 |
|---|---|---|---|---|
| ROYLE VAZQUEZ LLP | Auditor | $10,191 | — | $10,191 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,191
- Estimated Expense Ratio: 0.117% 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 | $102,435 | $10,485 | — | $10,191 | — |
| 2023 | $71,281 | $6,377 | — | $10,179 | — |
| 2022 | $61,655 | — | $45,374 | — | $12,229 |