# Board Of Trustees Of The Smart Local Unions And Councils Pension Fund DB Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-the-smart-local-unions-and-councils-pension-fund-plan

> Board Of Trustees Of The Smart Local Unions And Councils Pension Fund's DB plan: 995 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of The Smart Local Unions And Councils Pension Fund

- **Sponsor EIN:** 874825609

- **Sponsor Address:** 3180 FAIRVIEW PARK DRIVE, SUITE 400, FALLS CHURCH, VA, 220424583

- **Plan Type:** DB

- **Total Participants:** 995

- **Total Assets:** $396.8M

## 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|995|$396.8M|$20.7M|$0|

| 2023|1,026|$375.1M|$18.5M|$0|

| 2022|938|$348.8M|$17.5M|$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|

| CALIBRE CPA GROUP|Auditor|$35,001|—|$35,001|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $35,001

- **Estimated Expense Ratio:** 0.009% 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|$1,625,004|$713,269|$391,748|$35,001|—|

| 2023|$1,612,558|$750,967|$418,067|$37,698|—|

| 2022|$1,780,891|$796,148|$500,122|—|$274,420|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-of-the-smart-local-unions-and-councils-pension-fund-plan)

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