Plan Ledger DOL Form 5500 · updated monthly

Trustees-Sheet Metal Workers' Local 270 Dc Pension Plan401(k)

SHEET METAL WORKERS' 270 DEFINED CONTRIBUTION PENSION PLAN · TULSA, OK · plan year 2025

Reported admin expense ratio · 2025
0.93%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Trustees-Sheet Metal Workers' Local 270 Dc Pension Plan reported $89,086 in plan administrative expenses for 2025: 0.93% of average plan assets, higher than ~75% of peers. Employer contributions averaged $270 per active participant. 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 4 years on file its reported administrative ratio has held roughly steady near 0.93%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Oklahoma (388th of 724), and 3,034th of 5,337 in construction. In 2025, employees put in $3.26 for every $1.00 the employer contributed; active participation has grown from 217 to 481 since 2022.

Plan summary
Net assets, end of year$10,422,448
Participants with balances511
Active participants481
Employer contributions$129,788
Employee contributions$423,743
Employer contribution per active participant$270
Average account balance$20,396
Benefits paid to participants$254,678
Plan auditUnmodified (clean) audit opinion
AuditorROYLE VAZQUEZ LLP
Plan history4
Yearassets · accounts · employer contribution
2025$10.4M · 511 accts · $130K emplr
2024$8.7M · 457 accts · $114K emplr
2023$7.7M · 622 accts · $86K emplr
2022$6.2M · 569 accts · $97K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$12,450
Investment management$11,775
Audit (IQPA)$10,197
Trustee / custodial$46,578
Total administrative$89,086
The Trustees-Sheet Metal Workers' Local 270 Dc Pension Plan 401(k) match · 2025
Employer contribution per active participant$270
Median for plans this size$1,464
2025$270 per active participant
2024$288 per active participant
2023$290 per active participant
2022$445 per active participant

Trustees-Sheet Metal Workers' Local 270 Dc Pension Plan's 2025 employer contribution ran below the $1,464 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
TRUST COMPANY OF OKLAHOMA · Recordkeeping · Trustee$70,804
ROYLE VAZQUEZ LLP · Accounting / audit$10,197

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025TRUST COMPANY OF OKLAHOMA
2024TRUST COMPANY OF OKLAHOMA
2023TRUST COMPANY OF OKLAHOMA

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Administrative cost history4
2025$89,086 · 0.93%
2024$102,435 · 1.25%
2023$71,281 · 1.03%
2022$61,655 · 0.91%
Similar plansConstruction · Oklahoma
Duit Holdings OK$10.7M · 0.02%
Southern Star, Inc. OK$8.6M · 1.10%
H.C. Employees, LLC OK$8.3M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272519987 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.