# Board Of Trustees - Insulators Local No. 37 Retirement Plan DC Plan
Source: https://planprovider.pro/companies/board-of-trustees-insulators-local-no-37-retirement-plan-plan

> Board Of Trustees - Insulators Local No. 37 Retirement Plan's DC plan: 1,198 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — NONE

- [MORGAN STANLEY THE DOBBS GROUP](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [DANIELS IRWIN & AYLOR](https://planprovider.pro/provider/daniels-irwin-and-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|

## Similar Plans

- [Sheet Metal Workers Local 85 Pension Fund](https://planprovider.pro/companies/sheet-metal-workers-local-85-pension-fund-plan) — 1,160 participants

- [Florida Multiemployer 401(K) Plan](https://planprovider.pro/companies/florida-multiemployer-401-k-plan-401k-plan) — 1,023 participants

- [Barnhart Crane & Rigging Co.](https://planprovider.pro/companies/barnhart-crane-rigging-co-401k-plan) — 999 participants

- [Iron Workers District Council Of Tn Valley & Vicinity Pension Plan](https://planprovider.pro/companies/iron-workers-district-council-of-tn-valley-vicinity-pension-plan-plan) — 1,544 participants

- [Trustees - Sheet Metal Workers Local No. 177 Pension Fund](https://planprovider.pro/companies/trustees-sheet-metal-workers-local-no-177-pension-fund-plan) — 712 participants

- [Upright Holdings, INC.](https://planprovider.pro/companies/upright-holdings-inc-401k-plan) — 628 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/board-of-trustees-insulators-local-no-37-retirement-plan-plan)

© 2026 PlanProvider.Pro