Int'l Assoc. Of S.M.A.R.T. Workers Local Union 268 Pension Trust & Plan Agreement
Sponsored by Sheet Metal Workers Local Union No. 268 · EIN 370557803 · Plan #001
- Total assets
- $64.8M
- Net assets
- $64.8M
- Active participants
- 377
- With balances
- 0
Plan year beginning 06/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ekon Advisors, Llc CRD 281039 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sheet Metal Workers Local 268 | Recordkeeping, Other fees | $69,346 |
| Ekon Advisors | Investment advisory (plan), Direct payment from the plan | $61,625 |
| Lincoln Financial | Investment management, Investment management fees (direct) | $44,885 |
| Ekon Benefits | Actuarial, Consulting (pension), Direct payment from the plan | $39,627 |
| West & Company | Accounting | $22,000 |
| Matrix Trust | Trustee (institutional), Direct payment from the plan | $14,347 |
| Sheet Metal Workers 268 H&W Fund | Recordkeeping, Other fees | $6,806 |