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Original filing (PDF)20251009154331NAL0003715939002
SHEET METAL WORKERS LOCAL NO 58 RETIREMENT FUND
Form 5500
FILING_RECEIVED
SHEET METAL WORKERS LOCAL NO 58 RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 2
84% in single holdingNo recordkeeper disclosed
Active participants
214
Accounts w/ balance
231
Plan assets (EOY)
$14.3M
Net assets (EOY)
$14.3M
How this plan invests
This plan
4 pooled trusts
Schedule D
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: EXETER TRUST COMPANY COLLECTIVE INVESTMENT FUNDS FOR EMPLOYEE BENEFIT TRUSTS-MANNING & NAPIER PRO-MIX MODERATE TERM COLLECTIVE INV TRUST (extraction pending)]" is 84% of plan.
- 53 bps in Schedule C fees — 81% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHEET METAL WORKERS LOCAL NO 58 RETIREMENT FUND.
Plan sponsor
Name
SHEET METAL WORKERS LOCAL NO 58 RETIREMENT FUND
EIN
16-1188938
Address
6801 CROSSBOW DRIVE · EAST SYRACUSE, NY · 13057
Phone
(315) 472-4411
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
D'ARCANGELO & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BURKE GROUP | 16-1360774 | ROCHESTER, NY | NONE | $36K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | ROCHESTER, NY | NONE | $20K | — |
| D'ARCANGELO & CO. LLP | 13-2550103 | ROME, NY | NONE | $10K | — |
| BLITMAN & KING LLP | 16-1047304 | SYRACUSE, NY | NONE | $10K | — |
Investments
4 pooled funds· $6.7M(46% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRO MIX MODERATE TEAM SERIES CL U MANNING & NAPIER · EIN 02-0476209 / PN 011 | Common Collective Trust | — | — | $5.6M | 38.8% | |
| PRO MIX EXTENDED TEAM SERIES CL U MANNING & NAPIER · EIN 02-0476209 / PN 010 | Common Collective Trust | — | — | $779K | 5.4% | |
| PRO MIX MAXIMUM TEAM SERIES CL U MANNING & NAPIER · EIN 02-0476209 / PN 090 | Common Collective Trust | — | — | $210K | 1.5% | |
| PRO MIX CONSERVATIVE TEAM SERIES MANNING & NAPIER · EIN 02-0476209 / PN 012 | Common Collective Trust | — | — | $106K | 0.7% |