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
- 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. |
|---|---|---|---|---|
| 2025 | 377 | $64.8M | $0 | $0 |
| 2024 | 361 | $59.9M | $0 | $0 |
| 2023 | 351 | $52.0M | $0 | $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 |
|---|---|---|---|---|
| WEST & COMPANY INC. | Auditor | $22,000 | — | $22,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEST & COMPANY INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,000
- Estimated Expense Ratio: 0.034% 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 |
|---|---|---|---|---|---|
| 2025 | $313,384 | $120,857 | — | $22,000 | — |
| 2024 | $315,947 | $123,837 | $5,160 | $9,745 | — |
| 2023 | $267,185 | $88,209 | — | — | $57,132 |