Plan Snapshot
- Plan Sponsor: Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension
- Sponsor EIN: 352062343
- Sponsor Address: 2828 EAST 45TH STREET, INDIANAPOLIS, IN, 46205
- Plan Type: DC
- Total Participants: 3,047
- Total Assets: $107.3M
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 | 3,047 | $107.3M | $5.5M | $0 |
| 2023 | 2,725 | $95.4M | $4.6M | $0 |
| 2022 | 2,484 | $83.2M | $4.2M | $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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | NONE | $192,831 | — | $192,831 |
| MORGAN STANLEY SMITH BARNEY LLC | NONE | $98,017 | — | $98,017 |
| ARIELLE MARTIN | EMPLOYEE | $29,061 | — | $29,061 |
| LEGACY PROFESSIONALS LLP | NONE | $17,500 | — | $17,500 |
| LEDBETTER PARTNERS, LLC | NONE | $15,028 | — | $15,028 |
| KMR SYSTEMS | NONE | $8,418 | — | $8,418 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SERVIC — NONE
- MORGAN STANLEY SMITH BARNEY LLC — NONE
- ARIELLE MARTIN — EMPLOYEE
- LEGACY PROFESSIONALS LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $360,855
- Estimated Expense Ratio: 0.336% 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 | $537,212 | $141,524 | — | $17,500 | — |
| 2023 | $522,138 | $129,401 | — | $17,000 | — |
| 2022 | $410,653 | $87,191 | $162,433 | — | $38,464 |