# Board Of Trustees Of Smart Local Union No. 36 Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-smart-local-union-no-36-pension-fund-plan

> Board Of Trustees Of Smart Local Union No. 36 Pension Fund's DB plan: 1,381 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 Pension Fund

- **Sponsor EIN:** 430727853

- **Sponsor Address:** 2319 CHOUTEAU AVE, SUITE 300, SAINT LOUIS, MO, 63103

- **Plan Type:** DB

- **Total Participants:** 1,381

- **Total Assets:** $372.9M

## 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:** No

## Plan Financials by Year

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

| 2024|1,381|$372.9M|$22.6M|$0|

| 2023|1,337|$342.8M|$21.7M|$0|

| 2022|1,245|$310.8M|$20.1M|$0|

## 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|

| MARQUETTE ASSOCIATES, INC.|NONE|$179,811|—|$179,811|

| JACKIE CURLEE|EMPLOYEE|$105,244|—|$105,244|

| SHELTON CAPITAL MANAGEMENT|NONE|$102,785|—|$102,785|

| RREEF AMERICA LLC|NONE|$101,789|—|$101,789|

| WELLINGTON MANAGEMENT COMPANY, LLP|NONE|$101,548|—|$101,548|

| BLACKROCK INSTITUTIONAL TRUST CO|NONE|$82,943|—|$82,943|

| JUDITH MITCHELL|EMPLOYEE/ADMINISTRATOR|$61,765|—|$61,765|

| LEGACY PROFESSIONALS LLP|NONE|$55,691|—|$55,691|

| JOANNA HAM|EMPLOYEE|$51,864|—|$51,864|

| EKON BENEFITS|NONE|$51,600|—|$51,600|

| EVELYN DUNAJCIK|EMPLOYEE|$51,074|—|$51,074|

| US BANK NATIONAL ASSOCIATION|NONE|$46,054|—|$46,054|

| CATHERINE DOBRYNSKI|EMPLOYEE|$37,938|—|$37,938|

| AMY JO WOOD|EMPLOYEE|$37,377|—|$37,377|

| SCHUCHAT, COOK, & WERNER|NONE|$35,683|—|$35,683|

| LEGAL & GENERAL INVESTMENT MGMT|NONE|$21,046|—|$21,046|

| CONNER ASH, P.C.|NONE|$11,443|—|$11,443|

| SYSTEM DESIGN ASSOCIATES|NONE|$5,150|—|$5,150|

### 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

- [US BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/john-hancock) — 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:** $1,140,805

- **Estimated Expense Ratio:** 0.306% 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|$1,393,151|$591,961|—|$47,535|—|

| 2023|$1,222,292|$493,332|—|$46,146|—|

| 2022|$1,303,894|$588,997|—|—|$179,408|

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