# Trustees Of The Smart Local 265 Pension Fund DB Plan
Source: https://planprovider.pro/companies/trustees-of-the-smart-local-265-pension-fund-plan

> Trustees Of The Smart Local 265 Pension Fund's DB plan: 1,234 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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](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:** $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|

## Similar Plans

- [Trstees Mach Mvrs,Riggers&Mach Erec Local 136 Def. Cont. Retire. Fund](https://planprovider.pro/companies/trstees-mach-mvrs-riggers-mach-erec-local-136-def-cont-retire-fund-plan) — 931 participants

- [Board Of Trustees Of Painters District Council #58 401(K) Plan](https://planprovider.pro/companies/board-of-trustees-of-painters-district-council-58-401-k-plan-401k-plan) — 651 participants

- [Fortis Fire & Safety INC.](https://planprovider.pro/companies/fortis-fire-safety-inc-401k-plan) — 615 participants

- [Colonial Brick Company, INC.](https://planprovider.pro/companies/colonial-brick-company-inc-401k-plan) — 525 participants

- [Gar Construction, LLC](https://planprovider.pro/companies/gar-construction-llc-401k-plan) — 406 participants

- [Crystal Clean, LLC](https://planprovider.pro/companies/heritage-crystal-clean-llc-401k-plan) — 2,067 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-the-smart-local-265-pension-fund-plan)

© 2026 PlanProvider.Pro