# Trustees - Sheet Metal Workers Local No. 177 Pension Fund DB Plan
Source: https://planprovider.pro/companies/trustees-sheet-metal-workers-local-no-177-pension-fund-plan

> Trustees - Sheet Metal Workers Local No. 177 Pension Fund's DB plan: 712 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees - Sheet Metal Workers Local No. 177 Pension Fund

- **Sponsor EIN:** 626093256

- **Sponsor Address:** P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449

- **Plan Type:** DB

- **Total Participants:** 712

- **Total Assets:** $75.6M

## 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|712|$75.6M|$4.1M|$0|

| 2023|646|$69.6M|$3.8M|$0|

| 2022|653|$62.1M|$3.4M|$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|

| MORGAN STANLEY|NONE|$208,452|—|$208,452|

| SOUTHERN BENEFIT ADMINISTRATORS|NONE|$102,986|—|$102,986|

| BLACKROCK|NONE|$40,580|—|$40,580|

| GREAT GRAY TRUST COMPANY, LLC|NONE|—|$30,127|$30,127|

| LAZARD INTERNATIONAL|NONE|$29,776|—|$29,776|

| POLEN CAPITAL|NONE|$29,064|—|$29,064|

| PACIFIC INCOME ADVISORS|NONE|$25,017|—|$25,017|

| ASB CAPITAL MANAGEMENT|NONE|$23,384|—|$23,384|

| DANIELS IRWIN & AYLOR|NONE|$20,250|—|$20,250|

| SAGE ADVISORY SERVICES|NONE|$17,641|—|$17,641|

| KENNEDY CAPITAL|NONE|$10,642|—|$10,642|

| CONGRESS ASSET MANAGEMENT|NONE|$8,594|—|$8,594|

| EAGLE ASSET MANAGEMENT|NONE|$7,933|—|$7,933|

| KAYNE ANDERSON|NONE|$7,592|—|$7,592|

| INVESCO REAL ESTATE TRUST INC.|NONE|$6,750|—|$6,750|

| HARDING LOEVNER|NONE|$6,617|—|$6,617|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [DANIELS IRWIN & AYLOR](https://planprovider.pro/provider/daniels-irwin-and-aylor) — NONE

- [HARDING LOEVNER](https://planprovider.pro/provider/harding-loevner-lp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $575,405

- **Estimated Expense Ratio:** 0.761% 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|$660,749|$422,268|$70,200|$20,250|—|

| 2023|$614,047|$378,632|$67,200|$21,600|—|

| 2022|$591,955|$369,385|$67,200|—|$27,310|

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