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Original filing (PDF)20251010093729NAL0007450929001
TRUSTEES OF NAT'L STABILIZATION AGREEMENT OF THE SHEET METAL INDSTRY T
Form 5500
FILING_RECEIVED
NATIONAL STABILIZATION AGREEMENT OF THE SHEET METAL INDUSTRY ACTIVE EMPLOYEE PLAN
Health & welfare plan
Signals · 3
54% in single holdingNo recordkeeper disclosed46 service providers
Active participants
24,907
Accounts w/ balance
—
Plan assets (EOY)
$950.7M
Net assets (EOY)
$943.0M
How this plan invests
This plan
3 pooled trusts
Schedule D
3 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: BNYM MELLON CF SL LARGE CAP GROWTH STOCK INDEX FUND OF THE BANK OF NEW YORK MELLON (extraction pending)]" is 54% of plan.
- 61 bps in Schedule C fees — 917% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF NAT'L STABILIZATION AGREEMENT OF THE SHEET METAL INDSTRY T.
Plan sponsor
Name
TRUSTEES OF NAT'L STABILIZATION AGREEMENT OF THE SHEET METAL INDSTRY T
EIN
52-1036457
Address
3180 FAIRVIEW PARK DRIVE, SUITE 150 · FALLS CHURCH, VA · 22042
Phone
(703) 739-7250
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Welfare benefit codes
4A · Health (other than dental or vision)
4C · Supplemental Unemployment
4I · Severance Pay
4L · Death Benefits (other than life insurance)
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
LEGACY PROFESSIONALS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
46 rowsOther
46| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEET METAL NATIONAL PENSION FUND | 52-6112463 | — | RELATED BENEFIT FUND | $748K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 11-3658445 | — | NONE | $443K | — |
| KENNETH COLOMBO | 52-1036457 | — | EMPLOYEE | $385K | — |
| THE SEGAL COMPANY, INC. | 13-1835864 | — | NONE | $271K | — |
| NICHOLAS DEVORE | 52-1036457 | — | EMPLOYEE | $215K | — |
| ARISTOTLE CAPITAL MANAGEMENT, LLC | 95-4833644 | — | NONE | $167K | — |
| F/M INVESTMENTS LLC | 93-4308588 | — | NONE | $163K | — |
| TRUIST BANK | 56-1074313 | — | NONE | $160K | — |
| CHARTWELL INVESTMENT PARTNERS LLC | 36-4776242 | — | NONE | $159K | — |
| ILDIKO ST. PIERRE | 52-1036457 | — | EMPLOYEE | $155K | — |
| DARRYL LEWIS | 52-1036457 | — | EMPLOYEE | $145K | — |
| TCW ASSET MGMT COMPANY, LLC | 95-3703295 | — | NONE | $145K | — |
| RICE HALL JAMES & ASSOCIATES LLC | 43-1995258 | — | NONE | $137K | — |
| MAXIMUM TECHNOLOGIES, INC. | 52-2254109 | — | NONE | $136K | — |
| LEGACY PROFESSIONALS, LLP | 32-0043599 | — | NONE | $135K | — |
| LOOMIS SAYLES TRUST COMPANY | 04-3200030 | — | NONE | $125K | — |
| COLE MULLIGAN | 52-1036457 | — | EMPLOYEE | $124K | — |
| FOUNDRY PARTNERS LLC | 46-1184506 | — | NONE | $119K | — |
| VONDA OLIVER | 52-1036457 | — | EMPLOYEE | $118K | — |
| SCHUCHAT, COOK & WERNER | 43-0763010 | — | NONE | $116K | — |
| CHRISTINA ELLIOTT | 52-1036457 | — | EMPLOYEE | $112K | — |
| PACIFIC INCOME ADVISERS, INC. | 95-4067974 | — | NONE | $108K | — |
| JAE SIM | 52-1036457 | — | EMPLOYEE | $107K | — |
| EARNEST PARTNERS, LLC | 58-2386669 | — | NONE | $103K | — |
| HARDING LOEVNER LP | 27-0684167 | — | NONE | $100K | — |
| WEX HEALTH, INC. | 06-1593514 | — | NONE | $99K | — |
| DANIELA GUILLEN | 52-1036457 | — | EMPLOYEE | $98K | — |
| PHILLIP CAVE | 52-1036457 | — | EMPLOYEE | $91K | — |
| ALYZA JANE PACHECO | 52-1036457 | — | EMPLOYEE | $88K | — |
| DAVID KUMAH | 52-1036457 | — | EMPLOYEE | $84K | — |
| MONDRIAN INVESTMENT PARTNERS | 98-0117968 | — | NONE | $82K | — |
| NATIONAL INVESTMENT SERVICES, LLC | 84-3937993 | — | NONE | $80K | — |
| FIERA CAPITAL, INC. | 13-2726734 | — | NONE | $77K | — |
| NICOLE DOVERTE | 52-1036457 | — | EMPLOYEE | $74K | — |
| AMANDA BALAZEK | 52-1036457 | — | EMPLOYEE | $71K | — |
| BLACKROCK INVESTMENT MGMT. LLC | 20-5319476 | — | NONE | $67K | — |
| BANK OF NEW YORK MELLON | 25-6078093 | — | NONE | $56K | — |
| SANDY ALEXANDER, INC. | 75-0460390 | — | NONE | $23K | — |
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $22K | — |
| KATHLEEN HICKEY | 52-1036457 | — | FORMER EMPLOYEE | $20K | — |
| KELLY PRESS, INC. | 52-0975591 | — | NONE | $18K | — |
| LEGAL & GENERAL INV. MGMT. AMERICA | 20-8058531 | — | NONE | $18K | — |
| HIPAATREK INC. | 83-1150383 | — | NONE | $17K | — |
| DELAWARE CAPITAL MANAGEMENT | 23-2693133 | — | NONE | $15K | — |
| ABEL NOSER LLC | 81-2351666 | — | NONE | $7K | — |
| SEGAL SELECT INS. SERVICES, INC. | 46-0619194 | — | NONE | $0 | — |
Investments
3 pooled funds· $117.0M(12% 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 |
|---|---|---|---|---|---|---|
| CF SL LARGE CAP GROWTH STOCK INDEX THE BANK OF NEW YORK MELLON · EIN 25-1849937 / PN 001 | Common Collective Trust | — | — | $63.0M | 6.6% | |
| CF SL LARGE CAP VALUE STOCK INDEX THE BANK OF NEW YORK MELLON · EIN 25-1849936 / PN 001 | Common Collective Trust | — | — | $47.6M | 5.0% | |
| MARTIN CURRIE EMERGING MARKETS CIT GREAT GRAY TRUST COMPANY · EIN 82-4565709 / PN 376 | Common Collective Trust | — | — | $6.4M | 0.7% |