Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Southern District Ubc Defined Contribution F
- Sponsor EIN: 710851216
- Sponsor Address: 2001 CALDWELL DR., GOODLETTSVILLE, TN, 370723589
- Plan Type: DC
- Total Participants: 51,643
- Total Assets: $1.2B
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 | 51,643 | $1.2B | $49.7M | $355,273 |
| 2023 | 15,271 | $261.3M | $15.0M | $302,926 |
| 2022 | 16,820 | $186.1M | $15.4M | $714,030 |
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 | $150,101 | — | $150,101 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $150,101
- Estimated Expense Ratio: 0.012% 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 | $1,903,165 | $555,842 | $432,999 | $150,101 | — |
| 2023 | $431,104 | $71,476 | $120,200 | $19,191 | — |
| 2022 | $404,963 | $73,138 | $106,800 | — | $148,120 |