# Board Of Trustees Of Smart Local Union No. 36 401(K) Plan DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-smart-local-union-no-36-401-k-plan-plan

> Board Of Trustees Of Smart Local Union No. 36 401(K) Plan's DC plan: 3,838 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Smart Local Union No. 36 401(K) Plan

- **Sponsor EIN:** 431758027

- **Sponsor Address:** 2319 CHOUTEAU AVE, SAINT LOUIS, MO, 63103

- **Plan Type:** DC

- **Total Participants:** 3,838

- **Total Assets:** $214.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3,838|$214.0M|$2.4M|$6.7M|

| 2023|2,926|$200.4M|$2.4M|$6.5M|

| 2022|3,081|$180.1M|$2.1M|$6.3M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ANNUITY INSURANCE COMPANY|NONE|$106,395|—|$106,395|

| LEGACY PROFESSIONALS LLP|NONE|$57,860|—|$57,860|

| BREANNA FITZHENRY|EMPLOYEE|$43,434|—|$43,434|

| CATHERINE DOBRYNSKI|EMPLOYEE|$26,492|—|$26,492|

| MARQUETTE ASSOCIATES|NONE|$25,000|—|$25,000|

| SCHUCHAT, COOK & WERNER|NONE|$24,071|—|$24,071|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — NONE

- [SCHUCHAT, COOK & WERNER](https://planprovider.pro/provider/schuchat-cook-and-werner) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $283,252

- **Estimated Expense Ratio:** 0.132% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$415,081|$25,000|$106,395|$27,032|—|

| 2023|$399,567|$25,000|$101,219|$25,530|—|

| 2022|$432,697|$25,000|$201,839|—|$53,992|

## Similar Plans

- [Trustees, Plumbers' & Pipefitters' Local Supplemental Pension Plan & T](https://planprovider.pro/companies/trustees-plumbers-pipefitters-local-supplemental-pension-plan-t-plan) — 4,032 participants

- [Trustees, Plumbers' & Pipefitters' Local Pension Fund](https://planprovider.pro/companies/trustees-plumbers-pipefitters-local-pension-fund-plan) — 2,808 participants

- [Board Of Trustees Of Smart Local Union No. 36 Pension Fund](https://planprovider.pro/companies/board-of-trustees-of-smart-local-union-no-36-pension-fund-plan) — 1,381 participants

- [Plumbers Local 8 Dc Plan](https://planprovider.pro/companies/plumbers-local-8-dc-plan-plan) — 996 participants

- [Flint Holding Company, LLC](https://planprovider.pro/companies/flint-holding-company-llc-401k-plan-002) — 791 participants

- [Plumbers Local No. 8 Pension Plan](https://planprovider.pro/companies/plumbers-local-no-8-pension-plan-plan) — 494 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-smart-local-union-no-36-401-k-plan-plan)

© 2026 PlanProvider.Pro