# Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension DC Plan
Source: https://planprovider.pro/companies/trustees-sheet-metal-workers-local-no-20-defined-contribution-pension-plan

> Trustees Sheet Metal Workers Local No. 20 Defined Contribution Pension's DC plan: 3,047 participants, plan year 2024 financials, providers, and benchmarks fr…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — NONE

- [MORGAN STANLEY SMITH BARNEY LLC](https://planprovider.pro/provider/morgan-stanley) — NONE

- [ARIELLE MARTIN](https://planprovider.pro/provider/john-hancock) — EMPLOYEE

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/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|

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