Board of Trustees, Southern California Sheet MetalMoney purchase plan
SOUTHERN CALIFORNIA SHEET METAL WORKERS' 401(A) PLAN · SAN JOSE, CA · plan year 2024
Board of Trustees, Southern California Sheet Metal reported $1,164,777 in plan administrative expenses for 2024: 0.22% of average plan assets, higher than ~90% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio fell from 0.38% to 0.22%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other construction employers. By assets it is the 241st-largest of 9,483 plans among California employers on file, and the 125th of 5,337 in construction.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 330319259 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.