# Walter M Matthews & John M Sheehan Local 46 Metal Lathers Scholarship 401(k) Plan
Source: https://planprovider.pro/companies/walter-m-matthews-john-m-sheehan-local-46-metal-lathers-scholarship-132889748-501

> Walter M Matthews & John M Sheehan Local 46 Metal Lathers Scholarship's 401(k) plan: 682 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Walter M Matthews & John M Sheehan Local 46 Metal Lathers Scholarship

- **Sponsor EIN:** 132889748

- **Sponsor Address:** 61-02 32ND AVENUE, WOODSIDE, NY, 11377

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 682

- **Total Assets:** $2.0M

## 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|682|$2.0M|$360,536|$0|

| 2023|846|$1.9M|$390,621|$0|

| 2022|1,012|$1.7M|$426,762|$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|

| FITZSIMMONS ABRAMS, LLP|Auditor|$8,118|—|$8,118|

| CALIBRE CPA GROUP PLLC|Auditor|$8,000|—|$8,000|

| PROSKAUER ROSE LLP|Other Service Provider|$5,433|—|$5,433|

| REYNOLDS CONSULTING, LLC|Other Service Provider|$5,000|—|$5,000|

### Verified Provider Profiles

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

- [FITZSIMMONS ABRAMS, LLP](https://planprovider.pro/provider/fitzsimmons-abrams-llp) — Auditor

- [CALIBRE CPA GROUP PLLC](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $26,551

- **Estimated Expense Ratio:** 1.298% 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|$54,976|$5,000|$3,744|$8,000|—|

| 2023|$55,535|$5,000|$4,109|$8,000|—|

| 2022|$46,055|$5,011|—|—|$19,645|

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