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Original filing (PDF)20251009131611NAL0007047649002
BOARD OF TRUSTEES SHEET METAL, AIR YOUNGSTOWN DISTRICT
Form 5500
FILING_RECEIVED
SHEET METAL, AIR, RAIL, & TRANSPORTATION ASSOCIATION LOCAL UNION NO. 33 YOUNGSTOWN DISTRICT ANNUITY PLAN
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
503
Accounts w/ balance
451
Plan assets (EOY)
$39.5M
Net assets (EOY)
$39.4M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES SHEET METAL, AIR YOUNGSTOWN DISTRICT.
Plan sponsor
Name
BOARD OF TRUSTEES SHEET METAL, AIR YOUNGSTOWN DISTRICT
EIN
34-6596079
Address
3660 STUTZ DRIVE, SUITE 101 · CANFIELD, OH · 444068149
Phone
(330) 270-0453
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
111
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)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PACKER THOMAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 13-3646501 | — | NONE | $38K | — |
| ASHER KELLY | — | SOUTHFIELD, MI | NONE | $15K | — |
| SHEET METAL COLLECTION AGENCY | — | YOUNGSTOWN, OH | NONE | $14K | — |
| BENESYS | — | CANFIELD, OH | NONE | $12K | — |
| ANDCO CONSULTING | — | INDEPENDENCE, OH | NONE | $12K | — |
| MARINER INSTITUTIONAL LLC | — | PITTSBURGH, PA | NONE | $12K | — |
| PACKER THOMAS | — | CANFIELD, OH | NONE | $10K | — |
Investments
23 direct securities· $39.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Retirement Fund | — | — | — | $7.3M | 18.5% | |
| American Funds 2030 Target Date Retirement Fund | — | — | — | $6.4M | 16.2% | |
| American Funds 2040 Target Date Retirement Fund | — | — | — | $5.9M | 14.9% | |
| American Funds 2020 Target Date Retirement Fund | — | — | — | $3.4M | 8.5% | |
| American Funds 2025 Target Date Retirement Fund | — | — | — | $2.9M | 7.5% | |
| American Funds 2045 Target Date Retirement Fund | — | — | — | $2.6M | 6.5% | |
| American Funds 2050 Target Date Retirement Fund | — | — | — | $2.3M | 5.9% | |
| Vanguard Federal Money Market Fund | — | — | — | $1.5M | 3.7% | |
| MFS Growth Fund | — | — | — | $1.4M | 3.5% | |
| Schwab Funds S&P 500 Index Fund | — | — | — | $1.1M | 2.7% | |
| American Funds 2055 Target Date Retirement Fund | — | — | — | $826K | 2.1% | |
| American Funds 2015 Target Date Retirement Fund | — | — | — | $762K | 1.9% | |
| Schwab Funds Large Cp Growth Index Fund | — | — | — | $670K | 1.7% | |
| American Funds 2060 Target Date Retirement Fund | — | — | — | $588K | 1.5% | |
| American Funds 2010 Target Date Retirement Fund | — | — | — | $466K | 1.2% | |
| MFS Value Fund | — | — | — | $302K | 0.8% | |
| Schwab Funds U.S. Mid-Cap Index Fund | — | — | — | $217K | 0.5% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $205K | 0.5% | |
| American Funds 2065 Target Date Retirement Fund | — | — | — | $186K | 0.5% | |
| Schwab Funds Small Cap Index Fund | — | — | — | $128K | 0.3% | |
| American Funds EuroPacific Growth Fund | — | — | — | $118K | 0.3% | |
| Fidelity Total International Index | — | — | — | $53K | 0.1% | |
| Franklin Templeton Western Asset Core Bond Fund | — | — | — | $41K | 0.1% |