Plan Snapshot
- Plan Sponsor: Trustees Of The Smart Local 265 Pension Fund
- Sponsor EIN: 366168611
- Sponsor Address: 3110 WOODCREEK DR., DOWNERS GROVE, IL, 605155411
- Plan Type: DB
- Total Participants: 1,234
- Total Assets: $607.5M
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 | 1,234 | $607.5M | $0 | $0 |
| 2024 | 1,224 | $566.2M | $0 | $0 |
| 2023 | 1,201 | $526.5M | $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 | $37,140 | — | $37,140 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $37,140
- Estimated Expense Ratio: 0.006% 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 | $4,076,952 | $2,939,724 | — | $37,140 | — |
| 2024 | $3,205,980 | $2,170,303 | — | $35,628 | — |
| 2023 | $2,844,851 | $2,049,688 | — | — | $314,783 |