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Original filing (PDF)20251013131855NAL0001313969001
SHEET METAL WORKERS LO 194 INDUSTRIAL PENSION FUND
Form 5500
FILING_RECEIVED
SHEET METAL WORKERS LOCAL 194 INDUSTRIAL PENSION FUND
Defined-benefit pension plan
Signals · 1
~176 bps in Sched C fees
Active participants
92
Accounts w/ balance
—
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
How this plan invests
This plan
10 pooled trusts
Schedule D
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 176 bps in Schedule C fees — 238% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHEET METAL WORKERS LO 194 INDUSTRIAL PENSION FUND.
Plan sponsor
Name
SHEET METAL WORKERS LO 194 INDUSTRIAL PENSION FUND
EIN
23-2203610
Address
485 DEVON PARK DR STE 102 · WAYNE, PA · 190871840
Phone
(215) 657-7400
Industry
Constructionsee all
Plan administrator
Name
ONEILL CONSULTING CORPORATION
EIN
23-2203610
City
WAYNE, PA
Phone
(215) 657-7400
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
ANTHONY M PONTARELLI CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER | 06-1050034 | — | NONE | $34K | — |
| ONEILL CONSULTING CORP | 23-1719817 | DEVON, PA | NONE | $11K | — |
| MCKEOGH CO | — | — | NONE | $10K | — |
| SPEAR WILDERMAN | 23-2331913 | PHILA, PA | NONE | $7K | — |
| ANTHONY M PONTARELLI CPA LLC | 32-0048632 | FEASTERVILLE, PA | NONE | $7K | — |
Investments
1 direct security · 10 pooled funds· $2.5M(65% 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.
Pooled Separate Account
$2.4M
10 holdings
Uncategorized
$183K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH FUND/ALLIANCE BERN EAIC · EIN 06-1050034 / PN 128 | Pooled Separate Account | — | — | $380K | 9.8% | |
| DRYDEN S&P 500 INDEX EAIC · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $379K | 9.7% | |
| LARGE CAP VALUE/JP MORGAN EAIC · EIN 06-1050034 / PN 129 | Pooled Separate Account | — | — | $342K | 8.8% | |
| PGIM QUANT SOL MIDCAPCORE EQ EAIC · EIN 06-1050034 / PN 538 | Pooled Separate Account | — | — | $235K | 6.0% | |
| INTL BLEND/AQR EAIC · EIN 06-1050034 / PN 125 | Pooled Separate Account | — | — | $185K | 4.8% | |
| HIGH YIELD BONDPRUDENTIAL/ EAIC · EIN 06-1050034 / PN 300 | Pooled Separate Account | — | — | $184K | 4.7% | |
| [DFE: SSGA INTERNATIONAL INDEX SECURITIES LENDING SERIES FUND - SA55A1 (extraction pending)] | — | — | — | $183K | 4.7% | |
| SSGA INTL IDX SEC LNDG EAIC · EIN 06-1050034 / PN 045 | Pooled Separate Account | — | — | $183K | 4.7% | |
| SMALL CAP GROWTH/TIMESSQUARE EAIC · EIN 06-1050034 / PN 132 | Pooled Separate Account | — | — | $180K | 4.6% | |
| SMALLCAP VALUE/INTEGRITY EAIC · EIN 06-1050034 / PN 439 | Pooled Separate Account | — | — | $174K | 4.5% | |
| EMERGMRKTEQ/PGIM QUANT SOL EAIC · EIN 06-1050034 / PN 030 | Pooled Separate Account | — | — | $119K | 3.1% |