# Utah Sheet Metal Pension Trust DB Plan
Source: https://planprovider.pro/companies/utah-sheet-metal-pension-trust-plan

> Utah Sheet Metal Pension Trust's DB plan: 855 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Utah Sheet Metal Pension Trust

- **Sponsor EIN:** 876156446

- **Sponsor Address:** 5223 S ASCENSION WAY STE 200, MURRAY, UT, 841232995

- **Plan Type:** DB

- **Total Participants:** 855

- **Total Assets:** $249.4M

## 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|855|$249.4M|$0|$0|

| 2023|757|$204.2M|$0|$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|

| BALDWIN MOFFITT BEHM LLP|Auditor|$20,293|—|$20,293|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $20,293

- **Estimated Expense Ratio:** 0.008% 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|$1,856,323|$1,432,917|$58,032|$20,293|—|

| 2023|$1,574,710|$1,204,951|$58,032|—|$226,589|

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