Plan Snapshot
- Plan Sponsor: Board Of Trustees - Insulators Local No. 37 Retirement Plan
- Sponsor EIN: 581912950
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449
- Plan Type: DC
- Total Participants: 1,198
- Total Assets: $88.1M
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 | 1,198 | $88.1M | $3.0M | $0 |
| 2023 | 1,136 | $80.9M | $2.9M | $0 |
| 2022 | 1,081 | $66.6M | $2.4M | $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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | NONE | $249,991 | $16,391 | $266,382 |
| SOUTHERN BENEFIT ADMINISTRATORS | NONE | $48,156 | — | $48,156 |
| MORGAN STANLEY THE DOBBS GROUP | NONE | $35,000 | — | $35,000 |
| DANIELS IRWIN & AYLOR | NONE | $17,600 | — | $17,600 |
| LEDBETTER PARISI LLC | NONE | $9,622 | — | $9,622 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — NONE
- MORGAN STANLEY THE DOBBS GROUP — NONE
- DANIELS IRWIN & AYLOR — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $376,760
- Estimated Expense Ratio: 0.428% 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 | $376,668 | $35,000 | $39,600 | $17,600 | — |
| 2023 | $196,129 | $35,000 | $30,000 | $17,750 | — |
| 2022 | $134,757 | $35,000 | $30,000 | — | $32,740 |