# Board Of Trustees-Smart Local 265 Supp Ret Svgs Plan DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-smart-local-265-supp-ret-svgs-plan-plan

> Board Of Trustees-Smart Local 265 Supp Ret Svgs Plan's DC plan: 2,490 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees-Smart Local 265 Supp Ret Svgs Plan

- **Sponsor EIN:** 363911499

- **Sponsor Address:** 3110 WOODCREEK DR., DOWNERS GROVE, IL, 605155411

- **Plan Type:** DC

- **Total Participants:** 2,490

- **Total Assets:** $378.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|2,490|$378.0M|$0|$0|

| 2024|2,467|$346.5M|$0|$0|

| 2023|2,480|$302.4M|$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|

| CALIBRE CPA GROUP, PLLC|Auditor|$18,500|—|$18,500|

### Verified Provider Profiles

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

- [CALIBRE CPA GROUP, PLLC](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:** $18,500

- **Estimated Expense Ratio:** 0.005% 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|$622,152|$5,000|$149,897|$18,500|—|

| 2024|$540,903|$5,000|$150,361|$17,500|—|

| 2023|$529,325|$5,000|$150,269|—|$114,043|

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