# Z & M Sheet Metal, INC. DC Plan
Source: https://planprovider.pro/companies/z-m-sheet-metal-inc-plan-001

> Z & M Sheet Metal, INC.'s DC plan: 116 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Z & M Sheet Metal, INC.

- **Sponsor EIN:** 540808788

- **Sponsor Address:** 3931 AVION PARK COURT UNIT C102, CHANTILLY, VA, 201513983

- **Plan Type:** DC

- **Total Participants:** 116

- **Total Assets:** $10.2M

## 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|116|$10.2M|$300,000|$0|

| 2023|114|$9.4M|$500,000|$0|

| 2022|105|$8.1M|$500,000|$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|

| GOFF BACKA ALFERA & COMPANY, LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$34,210|$34,210|—|—|—|

| 2023|$35,880|$35,880|—|—|—|

| 2022|$36,292|$36,292|—|—|—|

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