Plan Snapshot
- Plan Sponsor: Bd Of Trustees - Millwright L.U. No. 1554 Supplemental Pension Plan
- Sponsor EIN: 621630603
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $3.2M | $0 |
| 2023 | 2,172 | $40.9M | $3.0M | $0 |
| 2022 | 1,734 | $34.6M | $2.2M | $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 |
|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS | NONE | $98,588 | — | $98,588 |
| STANDARD VALUATIONS INC. | NONE | $39,500 | — | $39,500 |
| DANIELS IRWIN & AYLOR | NONE | $24,300 | — | $24,300 |
| GODWIN MORRIS LAURENZI & BLOOMFIELD | NONE | $12,898 | — | $12,898 |
| CALIBRE CPA GROUP PLLC | Auditor | $9,200 | — | $9,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANIELS IRWIN & AYLOR — NONE
- 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: $184,486
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 | $133,168 | $71,217 | $24,000 | $9,200 | — |
| 2023 | $105,384 | $19,750 | $48,000 | $12,150 | — |
| 2022 | $114,904 | $19,000 | $48,000 | — | $22,489 |