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

> Sheet Metal Workers Local Union No. 268's DB plan: 377 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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.](https://planprovider.pro/provider/west-and-company-llc) — 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|

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