# Sheet Metal Workers Local Union No. 268 DB Plan
Source: https://planprovider.pro/companies/sheet-metal-workers-local-union-no-268-370557803-001

> Sheet Metal Workers Local Union No. 268's DB plan: 377 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sheet Metal Workers Local Union No. 268

- **Sponsor EIN:** 370557803

- **Sponsor Address:** 2727 NORTH 89TH STREET, CASEYVILLE, IL, 622322316

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 377

- **Total Assets:** $64.8M

## 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|377|$64.8M|$2.5M|$0|

| 2023|361|$59.9M|$2.5M|$0|

| 2022|351|$52.0M|$2.4M|$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|

| SHEET METAL WORKERS LOCAL 268|Other Service Provider|$69,346|—|$69,346|

| EKON ADVISORS|Other Service Provider|$61,625|—|$61,625|

| LINCOLN FINANCIAL|Recordkeeper|$44,885|—|$44,885|

| EKON BENEFITS|Other Service Provider|$39,627|—|$39,627|

| WEST & COMPANY|Auditor|$22,000|—|$22,000|

| MATRIX TRUST|Recordkeeper|$14,347|—|$14,347|

| SHEET METAL WORKERS 268 H&W FUND|Other Service Provider|$6,806|—|$6,806|

### Verified Provider Profiles

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

- [LINCOLN FINANCIAL](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

- [WEST & COMPANY](https://planprovider.pro/provider/west-and-company-llc) — Auditor

- [MATRIX TRUST](https://planprovider.pro/provider/aspire-financial-services) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $258,636

- **Estimated Expense Ratio:** 0.399% 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|$313,384|$120,857|—|$22,000|—|

| 2023|$315,947|$123,837|$5,160|$9,745|—|

| 2022|$267,185|$88,209|—|—|$57,132|

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