# Sheet Metal Workers Local Union No 268 401(k) Plan
Source: https://planprovider.pro/companies/sheet-metal-workers-local-union-no-268-371130387-502

> Sheet Metal Workers Local Union No 268's 401(k) plan: 375 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:** 371130387

- **Sponsor Address:** 2701 N 89TH ST., CASEYVILLE, IL, 622322316

- **Plan Type:** 401(k)

- **Plan Number:** 502

- **Total Participants:** 375

- **Total Assets:** $120,694

## 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|375|$120,694|$1.6M|$0|

| 2023|375|$104,046|$1.6M|$6,522|

| 2022|467|$84,354|$1.6M|$6,646|

## 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|

| WEST & COMPANY, LLC|Auditor|$14,500|—|$14,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $14,500

- **Estimated Expense Ratio:** 12.014% 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|$26,594|—|—|$14,500|—|

| 2023|$8,152|—|—|—|—|

| 2022|$3,995|—|—|—|$3,940|

## Similar Plans

- [Trustees Of Pipe Fitters Association Local 597](https://planprovider.pro/companies/trustees-of-pipe-fitters-association-local-597-plan) — 9,410 participants

- [Trustees Of Pipe Fitters Welfare Fund](https://planprovider.pro/companies/trustees-of-pipe-fitters-welfare-fund-362141703-501) — 6,745 participants

- [Trustees Of Pipe Fitters Retirement Fund Local 597](https://planprovider.pro/companies/trustees-of-pipe-fitters-retirement-fund-local-597-plan) — 6,601 participants

- [Board Of Trustees For The Plumber'S Retirement Savings Fund, Local 130](https://planprovider.pro/companies/board-of-trustees-for-the-plumber-s-retirement-savings-fund-local-130-plan) — 6,239 participants

- [Board Of Trustees Of The Plumbers' Welfare Fund, Local 130, U.A.](https://planprovider.pro/companies/board-of-trustees-of-the-plumbers-welfare-fund-local-130-u-a-364026252-501) — 3,685 participants

- [Trustees Of The Plumbers Pension Fund, Local 130, U.A.](https://planprovider.pro/companies/trustees-of-the-plumbers-pension-fund-local-130-u-a-366489579-001) — 3,098 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sheet-metal-workers-local-union-no-268-371130387-502)

© 2026 PlanProvider.Pro