Plan Snapshot
- Plan Sponsor: Bd Of Trustees - Plumbers & Steam- Fitters Local 184 Supplemental
- Sponsor EIN: 621623030
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449
- Plan Type: DC
- Total Participants: 930
- Total Assets: $81.9M
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 | 930 | $81.9M | $4.5M | $0 |
| 2023 | 823 | $70.1M | $3.8M | $0 |
| 2022 | 838 | $59.1M | $2.8M | $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 |
|---|---|---|---|---|
| DANIELS, IRWIN & AYLOR, CPAS | Auditor | $15,025 | — | $15,025 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DANIELS, IRWIN & AYLOR, CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,025
- Estimated Expense Ratio: 0.018% 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 | $211,462 | $105,468 | $48,000 | $15,025 | — |
| 2023 | $181,166 | $89,853 | $37,200 | $14,850 | — |
| 2022 | $179,306 | $84,688 | $37,200 | — | $37,254 |